United Capital Financial Advisors’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-521,644
| Closed | -$12.9M | – | 1392 |
|
|
2017
Q3 | $12.9M | Buy |
521,644
+18,012
| +4% | +$447K | 0.11% | 226 |
|
|
2017
Q2 | $12.5M | Buy |
503,632
+54,019
| +12% | +$1.34M | 0.11% | 216 |
|
|
2017
Q1 | $11.2M | Buy |
449,613
+21,401
| +5% | +$532K | 0.1% | 233 |
|
|
2016
Q4 | $10.7M | Buy |
428,212
+13,779
| +3% | +$343K | 0.1% | 239 |
|
|
2016
Q3 | $10.3M | Buy |
414,433
+28,916
| +8% | +$720K | 0.1% | 248 |
|
|
2016
Q2 | $9.64M | Buy |
385,517
+16,938
| +5% | +$423K | 0.1% | 247 |
|
|
2016
Q1 | $9.19M | Buy |
368,579
+8,627
| +2% | +$215K | 0.1% | 223 |
|
|
2015
Q4 | $8.92M | Buy |
+359,952
| New | +$8.92M | 0.1% | 221 |
|