United Capital Financial Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Buy |
244,486
+4,668
| +2% | +$118K | 0.05% | 252 |
|
|
2025
Q1 | $6.03M | Buy |
239,818
+6,737
| +3% | +$169K | 0.05% | 249 |
|
|
2024
Q4 | $5.84M | Buy |
233,081
+17,738
| +8% | +$444K | 0.05% | 239 |
|
|
2024
Q3 | $5.41M | Buy |
215,343
+13,754
| +7% | +$345K | 0.04% | 248 |
|
|
2024
Q2 | $5.01M | Sell |
201,589
-37,469
| -16% | -$931K | 0.04% | 257 |
|
|
2024
Q1 | $5.93M | Buy |
239,058
+69
| +0% | +$1.71K | 0.05% | 254 |
|
|
2023
Q4 | $5.92M | Buy |
238,989
+79,714
| +50% | +$1.97M | 0.05% | 266 |
|
|
2023
Q3 | $3.88M | Buy |
159,275
+1,348
| +0.9% | +$32.9K | 0.03% | 333 |
|
|
2023
Q2 | $3.85M | Buy |
157,927
+37,450
| +31% | +$913K | 0.02% | 352 |
|
|
2023
Q1 | $2.96M | Sell |
120,477
-17,243
| -13% | -$423K | 0.02% | 391 |
|
|
2022
Q4 | $3.35M | Buy |
137,720
+442
| +0.3% | +$10.7K | 0.02% | 390 |
|
|
2022
Q3 | $3.31M | Sell |
137,278
-6,906
| -5% | -$167K | 0.02% | 393 |
|
|
2022
Q2 | $3.56M | Sell |
144,184
-3,599
| -2% | -$88.9K | 0.02% | 396 |
|
|
2022
Q1 | $3.73M | Sell |
147,783
-18,626
| -11% | -$470K | 0.02% | 409 |
|
|
2021
Q4 | $4.4M | Sell |
166,409
-18,671
| -10% | -$493K | 0.02% | 388 |
|
|
2021
Q3 | $4.97M | Buy |
185,080
+4,090
| +2% | +$110K | 0.02% | 373 |
|
|
2021
Q2 | $4.89M | Buy |
180,990
+932
| +0.5% | +$25.2K | 0.02% | 381 |
|
|
2021
Q1 | $4.83M | Buy |
180,058
+890
| +0.5% | +$23.9K | 0.03% | 365 |
|
|
2020
Q4 | $4.9M | Buy |
179,168
+64,904
| +57% | +$1.78M | 0.03% | 358 |
|
|
2020
Q3 | $3.1M | Sell |
114,264
-3,345
| -3% | -$90.8K | 0.02% | 422 |
|
|
2020
Q2 | $3.17M | Sell |
117,609
-23,364
| -17% | -$630K | 0.02% | 429 |
|
|
2020
Q1 | $3.52M | Sell |
140,973
-4,657
| -3% | -$116K | 0.03% | 394 |
|
|
2019
Q4 | $3.78M | Buy |
145,630
+12,701
| +10% | +$329K | 0.02% | 472 |
|
|
2019
Q3 | $3.44M | Sell |
132,929
-8,607
| -6% | -$223K | 0.02% | 487 |
|
|
2019
Q2 | $3.63M | Buy |
141,536
+6,324
| +5% | +$162K | 0.02% | 477 |
|
|
2019
Q1 | $3.36M | Sell |
135,212
-28,709
| -18% | -$714K | 0.02% | 483 |
|
|
2018
Q4 | $3.87M | Sell |
163,921
-125,051
| -43% | -$2.95M | 0.03% | 425 |
|
|
2018
Q3 | $6.91M | Sell |
288,972
-211,528
| -42% | -$5.06M | 0.05% | 370 |
|
|
2018
Q2 | $12M | Sell |
500,500
-8,648
| -2% | -$207K | 0.09% | 264 |
|
|
2018
Q1 | $12.4M | Buy |
509,148
+5,467
| +1% | +$133K | 0.09% | 244 |
|
|
2017
Q4 | $12.6M | Buy |
503,681
+2,225
| +0.4% | +$55.7K | 0.1% | 251 |
|
|
2017
Q3 | $12.6M | Buy |
501,456
+12,940
| +3% | +$325K | 0.11% | 233 |
|
|
2017
Q2 | $12.2M | Buy |
488,516
+35,723
| +8% | +$892K | 0.11% | 225 |
|
|
2017
Q1 | $11.2M | Buy |
452,793
+22,148
| +5% | +$546K | 0.1% | 234 |
|
|
2016
Q4 | $10.5M | Buy |
430,645
+15,638
| +4% | +$381K | 0.1% | 241 |
|
|
2016
Q3 | $10.6M | Buy |
415,007
+23,474
| +6% | +$601K | 0.1% | 236 |
|
|
2016
Q2 | $10.2M | Buy |
391,533
+10,986
| +3% | +$286K | 0.1% | 230 |
|
|
2016
Q1 | $9.46M | Buy |
380,547
+7,523
| +2% | +$187K | 0.1% | 214 |
|
|
2015
Q4 | $8.94M | Buy |
+373,024
| New | +$8.94M | 0.1% | 217 |
|