UCFA
IBDO

United Capital Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

United Capital Financial Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-115,828
Closed -$2.94M – 1137
2023
Q3 		$2.94M Sell
115,828
-5,076
-4% -$128K 0.02% 374
2023
Q2 		$3.06M Sell
120,904
-6,507
-5% -$164K 0.02% 384
2023
Q1 		$3.21M Sell
127,411
-44,791
-26% -$1.12M 0.02% 380
2022
Q4 		$4.31M Sell
172,202
-290
-0.2% -$7.24K 0.02% 352
2022
Q3 		$4.3M Sell
172,492
-81
-0% -$2.03K 0.03% 344
2022
Q2 		$4.33M Buy
172,573
+486
+0.3% +$12.2K 0.02% 358
2022
Q1 		$4.35M Sell
172,087
-24,733
-13% -$629K 0.02% 387
2021
Q4 		$5.05M Sell
196,820
-31,395
-14% -$810K 0.02% 373
2021
Q3 		$5.93M Buy
228,215
+4,842
+2% +$126K 0.03% 347
2021
Q2 		$5.83M Sell
223,373
-6,313
-3% -$165K 0.03% 357
2021
Q1 		$6M Sell
229,686
-3,619
-2% -$94.8K 0.03% 336
2020
Q4 		$6.13M Buy
233,305
+37,634
+19% +$987K 0.04% 320
2020
Q3 		$5.13M Sell
195,671
-6,786
-3% -$178K 0.03% 339
2020
Q2 		$5.31M Sell
202,457
-30,588
-13% -$789K 0.04% 345
2020
Q1 		$5.83M Sell
233,045
-6,130
-3% -$156K 0.05% 312
2019
Q4 		$6.11M Sell
239,175
-7,220
-3% -$184K 0.04% 387
2019
Q3 		$6.31M Sell
246,395
-6,920
-3% -$176K 0.04% 363
2019
Q2 		$6.44M Buy
253,315
+37,895
+18% +$949K 0.04% 371
2019
Q1 		$5.39M Sell
215,420
-8,864
-4% -$218K 0.04% 401
2018
Q4 		$5.42M Sell
224,284
-116,027
-34% -$2.8M 0.04% 354
2018
Q3 		$8.27M Sell
340,311
-215,468
-39% -$5.24M 0.06% 342
2018
Q2 		$13.5M Sell
555,779
-11,373
-2% -$276K 0.1% 233
2018
Q1 		$13.9M Buy
567,152
+14,284
+3% +$352K 0.11% 215
2017
Q4 		$13.9M Buy
552,868
+12,688
+2% +$319K 0.11% 224
2017
Q3 		$13.7M Buy
540,180
+17,494
+3% +$443K 0.12% 206
2017
Q2 		$13.2M Buy
522,686
+41,529
+9% +$1.04M 0.12% 203
2017
Q1 		$12M Buy
481,157
+32,954
+7% +$818K 0.11% 217
2016
Q4 		$11.1M Buy
448,203
+27,127
+6% +$679K 0.11% 225
2016
Q3 		$10.8M Buy
421,076
+27,493
+7% +$706K 0.11% 229
2016
Q2 		$10.2M Buy
393,583
+14,975
+4% +$377K 0.1% 226
2016
Q1 		$9.48M Buy
378,608
+10,031
+3% +$244K 0.1% 211
2015
Q4 		$8.91M Buy
+368,577
New +$8.98M 0.1% 222

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

United Capital Financial Advisors's IBDO Position: Q4 2023 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 115,828 shares — an estimated $2.94M sold.

United Capital Financial Advisors first reported a position in IBDO in Q4 2015 and held it in 32 quarters. The position peaked at $13.9M in Q1 2018. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 115,828 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.94M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2015 and held it in 32 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $13.9M in Q1 2018.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.