United Capital Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
221,950
+8,127
| +4% | +$197K | 0.04% | 271 |
|
|
2025
Q1 | $5.18M | Buy |
213,823
+16,057
| +8% | +$389K | 0.04% | 268 |
|
|
2024
Q4 | $4.76M | Buy |
197,766
+18,618
| +10% | +$448K | 0.04% | 266 |
|
|
2024
Q3 | $4.35M | Buy |
179,148
+17,864
| +11% | +$434K | 0.04% | 289 |
|
|
2024
Q2 | $3.84M | Sell |
161,284
-3,822
| -2% | -$91K | 0.03% | 302 |
|
|
2024
Q1 | $3.94M | Buy |
165,106
+2,179
| +1% | +$52K | 0.03% | 311 |
|
|
2023
Q4 | $3.89M | Sell |
162,927
-5,032
| -3% | -$120K | 0.03% | 322 |
|
|
2023
Q3 | $3.92M | Sell |
167,959
-2,778
| -2% | -$64.8K | 0.03% | 331 |
|
|
2023
Q2 | $4.01M | Buy |
170,737
+33,519
| +24% | +$787K | 0.02% | 348 |
|
|
2023
Q1 | $3.26M | Buy |
137,218
+23,986
| +21% | +$569K | 0.02% | 375 |
|
|
2022
Q4 | $2.64M | Sell |
113,232
-501
| -0.4% | -$11.7K | 0.01% | 432 |
|
|
2022
Q3 | $2.63M | Sell |
113,733
-422
| -0.4% | -$9.75K | 0.02% | 425 |
|
|
2022
Q2 | $2.72M | Buy |
114,155
+3,739
| +3% | +$89K | 0.01% | 437 |
|
|
2022
Q1 | $2.72M | Sell |
110,416
-15,659
| -12% | -$386K | 0.01% | 464 |
|
|
2021
Q4 | $3.29M | Buy |
126,075
+1,455
| +1% | +$37.9K | 0.02% | 448 |
|
|
2021
Q3 | $3.3M | Buy |
124,620
+2,619
| +2% | +$69.4K | 0.02% | 440 |
|
|
2021
Q2 | $3.25M | Buy |
122,001
+4,252
| +4% | +$113K | 0.02% | 447 |
|
|
2021
Q1 | $3.1M | Buy |
117,749
+368
| +0.3% | +$9.7K | 0.02% | 427 |
|
|
2020
Q4 | $3.18M | Buy |
117,381
+14,915
| +15% | +$404K | 0.02% | 418 |
|
|
2020
Q3 | $2.75M | Sell |
102,466
-4,386
| -4% | -$118K | 0.02% | 436 |
|
|
2020
Q2 | $2.85M | Sell |
106,852
-17,201
| -14% | -$459K | 0.02% | 450 |
|
|
2020
Q1 | $3.05M | Sell |
124,053
-4,318
| -3% | -$106K | 0.03% | 413 |
|
|
2019
Q4 | $3.28M | Sell |
128,371
-3,440
| -3% | -$87.9K | 0.02% | 496 |
|
|
2019
Q3 | $3.36M | Sell |
131,811
-9,005
| -6% | -$229K | 0.02% | 492 |
|
|
2019
Q2 | $3.53M | Buy |
140,816
+5,771
| +4% | +$145K | 0.02% | 483 |
|
|
2019
Q1 | $3.27M | Sell |
135,045
-24,302
| -15% | -$589K | 0.02% | 490 |
|
|
2018
Q4 | $3.67M | Sell |
159,347
-125,703
| -44% | -$2.9M | 0.03% | 433 |
|
|
2018
Q3 | $6.64M | Sell |
285,050
-224,566
| -44% | -$5.23M | 0.05% | 381 |
|
|
2018
Q2 | $11.9M | Sell |
509,616
-13,848
| -3% | -$323K | 0.09% | 267 |
|
|
2018
Q1 | $12.4M | Buy |
523,464
+777
| +0.1% | +$18.4K | 0.09% | 242 |
|
|
2017
Q4 | $12.8M | Sell |
522,687
-425
| -0.1% | -$10.4K | 0.1% | 249 |
|
|
2017
Q3 | $12.9M | Buy |
523,112
+10,593
| +2% | +$261K | 0.11% | 228 |
|
|
2017
Q2 | $12.5M | Buy |
512,519
+33,995
| +7% | +$832K | 0.11% | 215 |
|
|
2017
Q1 | $11.5M | Buy |
478,524
+11,802
| +3% | +$283K | 0.11% | 224 |
|
|
2016
Q4 | $11.2M | Buy |
+466,722
| New | +$11.2M | 0.11% | 222 |
|