United Capital Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
93,548
+7,066
| +8% | +$165K | 0.02% | 420 |
|
|
2025
Q1 | $2M | Buy |
86,482
+11,539
| +15% | +$267K | 0.02% | 425 |
|
|
2024
Q4 | $1.71M | Buy |
74,943
+21,542
| +40% | +$491K | 0.01% | 448 |
|
|
2024
Q3 | $1.26M | Buy |
53,401
+1,898
| +4% | +$44.6K | 0.01% | 495 |
|
|
2024
Q2 | $1.17M | Buy |
51,503
+1,526
| +3% | +$34.6K | 0.01% | 494 |
|
|
2024
Q1 | $1.14M | Sell |
49,977
-234
| -0.5% | -$5.34K | 0.01% | 528 |
|
|
2023
Q4 | $1.16M | Sell |
50,211
-12,939
| -20% | -$299K | 0.01% | 520 |
|
|
2023
Q3 | $1.38M | Sell |
63,150
-776
| -1% | -$17K | 0.01% | 467 |
|
|
2023
Q2 | $1.44M | Sell |
63,926
-1,255
| -2% | -$28.2K | 0.01% | 488 |
|
|
2023
Q1 | $1.49M | Buy |
65,181
+348
| +0.5% | +$7.96K | 0.01% | 497 |
|
|
2022
Q4 | $1.44M | Sell |
64,833
-1,191
| -2% | -$26.4K | 0.01% | 544 |
|
|
2022
Q3 | $1.44M | Sell |
66,024
-5,778
| -8% | -$126K | 0.01% | 532 |
|
|
2022
Q2 | $1.64M | Sell |
71,802
-5,236
| -7% | -$120K | 0.01% | 533 |
|
|
2022
Q1 | $1.89M | Sell |
77,038
-14,197
| -16% | -$348K | 0.01% | 529 |
|
|
2021
Q4 | $2.4M | Buy |
+91,235
| New | +$2.4M | 0.01% | 496 |
|
|
2020
Q4 | – | Sell |
-87,412
| Closed | -$2.36M | – | 1201 |
|
|
2020
Q3 | $2.36M | Sell |
87,412
-5,545
| -6% | -$150K | 0.02% | 464 |
|
|
2020
Q2 | $2.49M | Sell |
92,957
-15,679
| -14% | -$419K | 0.02% | 469 |
|
|
2020
Q1 | $2.62M | Sell |
108,636
-11,983
| -10% | -$289K | 0.02% | 449 |
|
|
2019
Q4 | $3.08M | Buy |
+120,619
| New | +$3.08M | 0.02% | 511 |
|