United Capital Financial Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-144,257
| Closed | -$3.64M | – | 1235 |
|
|
2020
Q3 | $3.64M | Sell |
144,257
-32,709
| -18% | -$826K | 0.02% | 391 |
|
|
2020
Q2 | $4.48M | Sell |
176,966
-24,464
| -12% | -$618K | 0.03% | 379 |
|
|
2020
Q1 | $5.08M | Sell |
201,430
-10,123
| -5% | -$255K | 0.04% | 336 |
|
|
2019
Q4 | $5.35M | Sell |
211,553
-32,621
| -13% | -$826K | 0.03% | 413 |
|
|
2019
Q3 | $6.2M | Sell |
244,174
-16,844
| -6% | -$427K | 0.04% | 364 |
|
|
2019
Q2 | $6.61M | Buy |
261,018
+5,531
| +2% | +$140K | 0.04% | 367 |
|
|
2019
Q1 | $6.45M | Buy |
255,487
+17,153
| +7% | +$431K | 0.05% | 363 |
|
|
2018
Q4 | $5.95M | Sell |
238,334
-104,436
| -30% | -$2.61M | 0.05% | 333 |
|
|
2018
Q3 | $8.58M | Sell |
342,770
-207,010
| -38% | -$5.18M | 0.06% | 329 |
|
|
2018
Q2 | $13.8M | Sell |
549,780
-7,612
| -1% | -$190K | 0.1% | 224 |
|
|
2018
Q1 | $14M | Buy |
557,392
+23,027
| +4% | +$579K | 0.11% | 214 |
|
|
2017
Q4 | $13.5M | Buy |
534,365
+10,226
| +2% | +$260K | 0.11% | 229 |
|
|
2017
Q3 | $13.4M | Buy |
524,139
+13,033
| +3% | +$333K | 0.11% | 216 |
|
|
2017
Q2 | $13M | Buy |
511,106
+59,411
| +13% | +$1.51M | 0.12% | 207 |
|
|
2017
Q1 | $11.5M | Buy |
451,695
+19,228
| +4% | +$487K | 0.11% | 225 |
|
|
2016
Q4 | $10.9M | Buy |
432,467
+16,026
| +4% | +$408K | 0.11% | 230 |
|
|
2016
Q3 | $10.7M | Buy |
416,441
+27,820
| +7% | +$718K | 0.1% | 233 |
|
|
2016
Q2 | $10.1M | Buy |
388,621
+17,794
| +5% | +$456K | 0.1% | 232 |
|
|
2016
Q1 | $9.47M | Buy |
370,827
+14,338
| +4% | +$361K | 0.1% | 212 |
|
|
2015
Q4 | $8.89M | Buy |
+356,489
| New | +$8.99M | 0.1% | 224 |
|
Other funds holding IBDL
United Capital Financial Advisors's IBDL Position: Q4 2020 in Review
United Capital Financial Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 144,257 shares — an estimated $3.64M sold.
United Capital Financial Advisors first reported a position in IBDL in Q4 2015 and held it in 20 quarters. The position peaked at $14M in Q1 2018. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.
- United Capital Financial Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
- United Capital Financial Advisors sold 144,257 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $3.64M.
- United Capital Financial Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2015 and held it in 20 quarters.
- United Capital Financial Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $14M in Q1 2018.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.
Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.