UCFA
IBDK

United Capital Financial Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

United Capital Financial Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-203,599
Closed -$5.06M – 1462
2019
Q3 		$5.06M Sell
203,599
-8,052
-4% -$200K 0.04% 412
2019
Q2 		$5.26M Buy
211,651
+14,340
+7% +$356K 0.03% 416
2019
Q1 		$4.91M Sell
197,311
-11,631
-6% -$289K 0.03% 418
2018
Q4 		$5.18M Sell
208,942
-108,700
-34% -$2.69M 0.04% 367
2018
Q3 		$7.88M Sell
317,642
-213,216
-40% -$5.28M 0.06% 346
2018
Q2 		$13.2M Sell
530,858
-10,461
-2% -$259K 0.1% 239
2018
Q1 		$13.4M Buy
541,319
+9,215
+2% +$228K 0.1% 228
2017
Q4 		$13.2M Buy
532,104
+8,165
+2% +$203K 0.1% 235
2017
Q3 		$13.1M Buy
523,939
+15,877
+3% +$397K 0.11% 220
2017
Q2 		$12.7M Buy
508,062
+43,349
+9% +$1.08M 0.11% 210
2017
Q1 		$11.6M Buy
464,713
+26,479
+6% +$661K 0.11% 223
2016
Q4 		$10.9M Buy
438,234
+16,938
+4% +$423K 0.11% 231
2016
Q3 		$10.6M Buy
421,296
+29,401
+8% +$741K 0.1% 237
2016
Q2 		$9.8M Buy
391,895
+16,901
+5% +$424K 0.1% 241
2016
Q1 		$9.4M Buy
374,994
+14,130
+4% +$350K 0.1% 217
2015
Q4 		$8.89M Buy
+360,864
New +$8.97M 0.1% 223

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

United Capital Financial Advisors's IBDK Position: Q4 2019 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 203,599 shares — an estimated $5.06M sold.

United Capital Financial Advisors first reported a position in IBDK in Q4 2015 and held it in 16 quarters. The position peaked at $13.4M in Q1 2018. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 203,599 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $5.06M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2015 and held it in 16 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $13.4M in Q1 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.