UCFA
IBDF

United Capital Financial Advisors’s iShares iBonds Dec 2016 Term Corporate ETF IBDF Stock Holding History

United Capital Financial Advisors’s Portfolio IBDF Stock Details IBDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-414,239
Closed -$10.4M – 1360
2016
Q3 		$10.4M Buy
414,239
+28,685
+7% +$718K 0.1% 246
2016
Q2 		$9.64M Buy
385,554
+20,815
+6% +$522K 0.1% 246
2016
Q1 		$9.14M Buy
364,739
+8,118
+2% +$204K 0.1% 224
2015
Q4 		$8.98M Buy
+356,621
New +$8.96M 0.1% 215

United Capital Financial Advisors's IBDF Position: Q4 2016 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2016 Term Corporate ETF (IBDF) in Q4 2016, closing a stake of 414,239 shares — an estimated $10.4M sold.

United Capital Financial Advisors first reported a position in IBDF in Q4 2015 and held it in 4 quarters. The position peaked at $10.4M in Q3 2016. 0 funds tracked by Wall St. Rank hold IBDF as of Q4 2016.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2016 Term Corporate ETF position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 414,239 iShares iBonds Dec 2016 Term Corporate ETF shares in Q4 2016, an estimated $10.4M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2016 Term Corporate ETF in Q4 2015 and held it in 4 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2016 Term Corporate ETF position peaked at $10.4M in Q3 2016.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2016 Term Corporate ETF as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.