United Capital Financial Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$54.9K | 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% | +$410K | 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% | +$383K | 0.1% | 237 |
|
|
2016
Q3 | $10.4M | Buy |
411,640
+29,468
| +8% | +$744K | 0.1% | 245 |
|
|
2016
Q2 | $9.55M | Buy |
382,172
+15,956
| +4% | +$399K | 0.1% | 251 |
|
|
2016
Q1 | $9.25M | Buy |
366,216
+8,658
| +2% | +$219K | 0.1% | 221 |
|
|
2015
Q4 | $8.93M | Buy |
+357,558
| New | +$8.93M | 0.1% | 219 |
|