United Capital Financial Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.57M | Sell |
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|
2021
Q2 | $5.06M | Sell |
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|
2021
Q1 | $5.33M | Sell |
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|
2020
Q4 | $5.7M | Buy |
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|
2020
Q3 | $5.17M | Sell |
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2020
Q2 | $5.82M | Sell |
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|
2020
Q1 | $6.39M | Sell |
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|
2019
Q4 | $6.74M | Sell |
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2019
Q3 | $6.8M | Sell |
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|
2019
Q2 | $6.91M | Buy |
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|
2019
Q1 | $6.54M | Buy |
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|
2018
Q4 | $5.89M | Sell |
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|
2018
Q3 | $8.47M | Sell |
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|
2018
Q2 | $13.6M | Sell |
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|
2018
Q1 | $13.8M | Buy |
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|
2017
Q4 | $13.8M | Buy |
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|
2017
Q3 | $13.6M | Buy |
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|
2017
Q2 | $13.2M | Buy |
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|
2017
Q1 | $12M | Buy |
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|
2016
Q4 | $11.2M | Buy |
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|
2016
Q3 | $10.9M | Buy |
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|
2016
Q2 | $9.94M | Buy |
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|
2016
Q1 | $9.53M | Buy |
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|
2015
Q4 | $8.88M | Buy |
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