UCFA
IBDH

United Capital Financial Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

United Capital Financial Advisors’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-291,293
Closed -$7.31M – 1412
2018
Q3 		$7.31M Sell
291,293
-216,285
-43% -$5.43M 0.05% 360
2018
Q2 		$12.8M Sell
507,578
-15,697
-3% -$394K 0.1% 247
2018
Q1 		$13.2M Sell
523,275
-2,183
-0.4% -$54.8K 0.1% 230
2017
Q4 		$13.2M Buy
525,458
+5,040
+1% +$127K 0.1% 238
2017
Q3 		$13.1M Buy
520,418
+16,258
+3% +$409K 0.11% 221
2017
Q2 		$12.7M Buy
504,160
+56,869
+13% +$1.43M 0.11% 211
2017
Q1 		$11.3M Buy
447,291
+20,420
+5% +$514K 0.1% 231
2016
Q4 		$10.7M Buy
426,871
+15,231
+4% +$384K 0.1% 237
2016
Q3 		$10.4M Buy
411,640
+29,468
+8% +$746K 0.1% 245
2016
Q2 		$9.55M Buy
382,172
+15,956
+4% +$403K 0.1% 251
2016
Q1 		$9.25M Buy
366,216
+8,658
+2% +$217K 0.1% 221
2015
Q4 		$8.93M Buy
+357,558
New +$8.98M 0.1% 219

United Capital Financial Advisors's IBDH Position: Q4 2018 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 291,293 shares — an estimated $7.31M sold.

United Capital Financial Advisors first reported a position in IBDH in Q4 2015 and held it in 12 quarters. The position peaked at $13.2M in Q4 2017. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 291,293 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $7.31M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2015 and held it in 12 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $13.2M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.