United Capital Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
90,047
+5,312
| +6% | +$135K | 0.02% | 414 |
|
|
2025
Q1 | $2.14M | Buy |
84,735
+10,854
| +15% | +$274K | 0.02% | 413 |
|
|
2024
Q4 | $1.84M | Buy |
73,881
+6,995
| +10% | +$174K | 0.02% | 433 |
|
|
2024
Q3 | $1.71M | Buy |
66,886
+2,864
| +4% | +$73.1K | 0.01% | 449 |
|
|
2024
Q2 | $1.59M | Buy |
64,022
+2,692
| +4% | +$66.7K | 0.01% | 446 |
|
|
2024
Q1 | $1.53M | Buy |
61,330
+3,041
| +5% | +$75.8K | 0.01% | 477 |
|
|
2023
Q4 | $1.46M | Buy |
58,289
+364
| +0.6% | +$9.13K | 0.01% | 476 |
|
|
2023
Q3 | $1.39M | Sell |
57,925
-2,859
| -5% | -$68.7K | 0.01% | 465 |
|
|
2023
Q2 | $1.49M | Sell |
60,784
-2,255
| -4% | -$55.2K | 0.01% | 482 |
|
|
2023
Q1 | $1.57M | Buy |
63,039
+282
| +0.4% | +$7.03K | 0.01% | 485 |
|
|
2022
Q4 | $1.52M | Buy |
62,757
+2,447
| +4% | +$59.4K | 0.01% | 532 |
|
|
2022
Q3 | $1.44M | Sell |
60,310
-5,402
| -8% | -$129K | 0.01% | 534 |
|
|
2022
Q2 | $1.64M | Sell |
65,712
-4,847
| -7% | -$121K | 0.01% | 534 |
|
|
2022
Q1 | $1.86M | Sell |
70,559
-12,940
| -15% | -$341K | 0.01% | 533 |
|
|
2021
Q4 | $2.36M | Sell |
83,499
-3,620
| -4% | -$102K | 0.01% | 498 |
|
|
2021
Q3 | $2.5M | Sell |
87,119
-4,111
| -5% | -$118K | 0.01% | 482 |
|
|
2021
Q2 | $2.64M | Sell |
91,230
-1,791
| -2% | -$51.8K | 0.01% | 484 |
|
|
2021
Q1 | $2.63M | Sell |
93,021
-1,021
| -1% | -$28.9K | 0.01% | 458 |
|
|
2020
Q4 | $2.78M | Buy |
94,042
+10,169
| +12% | +$301K | 0.02% | 445 |
|
|
2020
Q3 | $2.44M | Sell |
83,873
-3,920
| -4% | -$114K | 0.02% | 456 |
|
|
2020
Q2 | $2.53M | Sell |
87,793
-14,302
| -14% | -$412K | 0.02% | 465 |
|
|
2020
Q1 | $2.68M | Sell |
102,095
-7,936
| -7% | -$208K | 0.02% | 444 |
|
|
2019
Q4 | $3.05M | Buy |
110,031
+886
| +0.8% | +$24.6K | 0.02% | 516 |
|
|
2019
Q3 | $3.03M | Sell |
109,145
-11,635
| -10% | -$323K | 0.02% | 509 |
|
|
2019
Q2 | $3.28M | Buy |
120,780
+8,857
| +8% | +$240K | 0.02% | 499 |
|
|
2019
Q1 | $2.93M | Sell |
111,923
-4,906
| -4% | -$128K | 0.02% | 514 |
|
|
2018
Q4 | $2.91M | Buy |
+116,829
| New | +$2.91M | 0.02% | 473 |
|