United Capital Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.03M | Sell |
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|
2024
Q2 | $4.13M | Sell |
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|
2024
Q1 | $5.19M | Sell |
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|
2023
Q4 | $5.3M | Buy |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.22M | Buy |
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|
2023
Q1 | $3.2M | Sell |
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|
2022
Q4 | $3.99M | Sell |
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|
2022
Q3 | $4.12M | Sell |
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|
2022
Q2 | $4.24M | Sell |
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|
2022
Q1 | $4.44M | Sell |
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|
2021
Q4 | $5.1M | Sell |
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|
2021
Q3 | $5.9M | Buy |
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|
2021
Q2 | $5.85M | Sell |
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|
2021
Q1 | $5.92M | Sell |
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|
2020
Q4 | $6.15M | Buy |
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|
2020
Q3 | $4.8M | Sell |
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|
2020
Q2 | $4.87M | Sell |
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|
2020
Q1 | $5.15M | Sell |
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|
2019
Q4 | $5.41M | Buy |
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|
2019
Q3 | $5.09M | Sell |
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|
2019
Q2 | $5.24M | Buy |
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|
2019
Q1 | $4.84M | Sell |
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|
2018
Q4 | $4.99M | Sell |
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|
2018
Q3 | $7.79M | Sell |
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|
2018
Q2 | $13M | Sell |
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|
2018
Q1 | $13.7M | Buy |
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|
2017
Q4 | $13.9M | Buy |
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|
2017
Q3 | $13.7M | Buy |
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|
2017
Q2 | $13M | Buy |
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|
2017
Q1 | $11.9M | Buy |
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|
2016
Q4 | $11.1M | Buy |
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|
2016
Q3 | $10.9M | Buy |
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|
2016
Q2 | $10.2M | Buy |
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|
2016
Q1 | $9.43M | Buy |
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|
2015
Q4 | $8.93M | Buy |
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