UCFA
IBDP

United Capital Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

United Capital Financial Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-159,772
Closed -$4.03M – 1118
2024
Q3 		$4.03M Sell
159,772
-4,547
-3% -$114K 0.03% 299
2024
Q2 		$4.13M Sell
164,319
-42,754
-21% -$1.07M 0.04% 292
2024
Q1 		$5.19M Sell
207,073
-5,780
-3% -$144K 0.04% 279
2023
Q4 		$5.3M Buy
212,853
+85,398
+67% +$2.12M 0.04% 278
2023
Q3 		$3.15M Sell
127,455
-3,468
-3% -$85.5K 0.02% 362
2023
Q2 		$3.22M Buy
130,923
+603
+0.5% +$14.8K 0.02% 374
2023
Q1 		$3.2M Sell
130,320
-33,106
-20% -$812K 0.02% 381
2022
Q4 		$3.99M Sell
163,426
-5,950
-4% -$145K 0.02% 365
2022
Q3 		$4.12M Sell
169,376
-1,918
-1% -$47.3K 0.02% 350
2022
Q2 		$4.24M Sell
171,294
-5,755
-3% -$143K 0.02% 360
2022
Q1 		$4.44M Sell
177,049
-19,627
-10% -$500K 0.02% 383
2021
Q4 		$5.1M Sell
196,676
-27,733
-12% -$722K 0.02% 371
2021
Q3 		$5.9M Buy
224,409
+2,452
+1% +$64.6K 0.03% 352
2021
Q2 		$5.85M Sell
221,957
-2,330
-1% -$61.5K 0.03% 356
2021
Q1 		$5.92M Sell
224,287
-7,070
-3% -$187K 0.03% 338
2020
Q4 		$6.15M Buy
231,357
+49,833
+27% +$1.32M 0.04% 318
2020
Q3 		$4.8M Sell
181,524
-3,217
-2% -$85.2K 0.03% 348
2020
Q2 		$4.87M Sell
184,741
-23,666
-11% -$610K 0.04% 368
2020
Q1 		$5.15M Sell
208,407
-2,177
-1% -$55.4K 0.04% 333
2019
Q4 		$5.41M Buy
210,584
+12,562
+6% +$322K 0.03% 408
2019
Q3 		$5.09M Sell
198,022
-7,685
-4% -$196K 0.04% 409
2019
Q2 		$5.24M Buy
205,707
+11,186
+6% +$280K 0.03% 418
2019
Q1 		$4.84M Sell
194,521
-14,286
-7% -$348K 0.03% 424
2018
Q4 		$4.99M Sell
208,807
-114,548
-35% -$2.73M 0.04% 376
2018
Q3 		$7.79M Sell
323,355
-218,380
-40% -$5.27M 0.05% 350
2018
Q2 		$13M Sell
541,735
-21,863
-4% -$527K 0.1% 242
2018
Q1 		$13.7M Buy
563,598
+8,254
+1% +$203K 0.1% 219
2017
Q4 		$13.9M Buy
555,344
+12,939
+2% +$325K 0.11% 220
2017
Q3 		$13.7M Buy
542,405
+21,758
+4% +$548K 0.12% 208
2017
Q2 		$13M Buy
520,647
+41,569
+9% +$1.04M 0.12% 206
2017
Q1 		$11.9M Buy
479,078
+25,860
+6% +$636K 0.11% 221
2016
Q4 		$11.1M Buy
453,218
+27,176
+6% +$676K 0.11% 224
2016
Q3 		$10.9M Buy
426,042
+31,890
+8% +$816K 0.11% 225
2016
Q2 		$10.2M Buy
394,152
+13,854
+4% +$347K 0.1% 225
2016
Q1 		$9.43M Buy
380,298
+8,301
+2% +$200K 0.1% 215
2015
Q4 		$8.93M Buy
+371,997
New +$8.99M 0.1% 220

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

United Capital Financial Advisors's IBDP Position: Q4 2024 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 159,772 shares — an estimated $4.03M sold.

United Capital Financial Advisors first reported a position in IBDP in Q4 2015 and held it in 36 quarters. The position peaked at $13.9M in Q4 2017. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 159,772 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $4.03M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2015 and held it in 36 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $13.9M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.