United Capital Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.76M | Buy |
279,164
+109,298
| +64% | +$2.65M | 0.04% | 304 |
|
|
2025
Q4 | $4.12M | Buy |
169,866
+47,365
| +39% | +$1.15M | 0.02% | 383 |
|
|
2025
Q3 | $2.98M | Buy |
122,501
+17,405
| +17% | +$422K | 0.02% | 382 |
|
|
2025
Q2 | $2.55M | Buy |
105,096
+1,336
| +1% | +$32.2K | 0.02% | 396 |
|
|
2025
Q1 | $2.51M | Buy |
103,760
+11,271
| +12% | +$271K | 0.02% | 381 |
|
|
2024
Q4 | $2.22M | Buy |
92,489
+15,589
| +20% | +$375K | 0.02% | 403 |
|
|
2024
Q3 | $1.87M | Buy |
76,900
+3,092
| +4% | +$74.5K | 0.02% | 434 |
|
|
2024
Q2 | $1.75M | Buy |
73,808
+1,147
| +2% | +$27.1K | 0.02% | 430 |
|
|
2024
Q1 | $1.73M | Buy |
72,661
+74
| +0.1% | +$1.76K | 0.01% | 457 |
|
|
2023
Q4 | $1.74M | Sell |
72,587
-3,325
| -4% | -$77.6K | 0.01% | 445 |
|
|
2023
Q3 | $1.76M | Sell |
75,912
-2,671
| -3% | -$62.3K | 0.01% | 441 |
|
|
2023
Q2 | $1.85M | Buy |
78,583
+4,153
| +6% | +$98.3K | 0.01% | 455 |
|
|
2023
Q1 | $1.77M | Sell |
74,430
-4,553
| -6% | -$107K | 0.01% | 473 |
|
|
2022
Q4 | $1.85M | Buy |
78,983
+3,503
| +5% | +$81.2K | 0.01% | 497 |
|
|
2022
Q3 | $1.74M | Buy |
75,480
+3,851
| +5% | +$92K | 0.01% | 500 |
|
|
2022
Q2 | $1.71M | Sell |
71,629
-5,315
| -7% | -$128K | 0.01% | 521 |
|
|
2022
Q1 | $1.92M | Sell |
76,944
-13,914
| -15% | -$357K | 0.01% | 523 |
|
|
2021
Q4 | $2.41M | Sell |
90,858
-3,566
| -4% | -$95K | 0.01% | 496 |
|
|
2021
Q3 | $2.55M | Sell |
94,424
-5,510
| -6% | -$150K | 0.01% | 478 |
|
|
2021
Q2 | $2.7M | Sell |
99,934
-2,212
| -2% | -$59.6K | 0.01% | 481 |
|
|
2021
Q1 | $2.73M | Sell |
102,146
-1,705
| -2% | -$46.4K | 0.02% | 453 |
|
|
2020
Q4 | $2.86M | Buy |
103,851
+10,209
| +11% | +$279K | 0.02% | 441 |
|
|
2020
Q3 | $2.54M | Sell |
93,642
-3,881
| -4% | -$106K | 0.02% | 449 |
|
|
2020
Q2 | $2.63M | Sell |
97,523
-16,645
| -15% | -$433K | 0.02% | 462 |
|
|
2020
Q1 | $2.8M | Sell |
114,168
-7,194
| -6% | -$186K | 0.02% | 433 |
|
|
2019
Q4 | $3.16M | Sell |
121,362
-5,079
| -4% | -$132K | 0.02% | 506 |
|
|
2019
Q3 | $3.28M | Sell |
126,441
-9,127
| -7% | -$235K | 0.02% | 496 |
|
|
2019
Q2 | $3.46M | Buy |
135,568
+7,183
| +6% | +$178K | 0.02% | 488 |
|
|
2019
Q1 | $3.15M | Sell |
128,385
-19,713
| -13% | -$471K | 0.02% | 500 |
|
|
2018
Q4 | $3.46M | Sell |
148,098
-129,505
| -47% | -$3.01M | 0.03% | 441 |
|
|
2018
Q3 | $6.54M | Sell |
277,603
-235,616
| -46% | -$5.58M | 0.05% | 385 |
|
|
2018
Q2 | $12.1M | Sell |
513,219
-14,110
| -3% | -$333K | 0.09% | 263 |
|
|
2018
Q1 | $12.7M | Sell |
527,329
-2,885
| -0.5% | -$70K | 0.1% | 238 |
|
|
2017
Q4 | $13.2M | Buy |
+530,214
| New | +$13.2M | 0.1% | 237 |
|
Other funds holding IBDS
HPC
SVWAG
CAI