United Capital Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.65M	Buy	199,987 +72,867	+57%	+$1.7M	0.03%	369
2025 Q4	$2.98M	Buy	127,120 +11,743	+10%	+$275K	0.02%	451
2025 Q3	$2.71M	Buy	115,377 +21,829	+23%	+$510K	0.02%	404
2025 Q2	$2.18M	Buy	93,548 +7,066	+8%	+$163K	0.02%	423
2025 Q1	$2M	Buy	86,482 +11,539	+15%	+$265K	0.02%	428
2024 Q4	$1.71M	Buy	74,943 +21,542	+40%	+$496K	0.01%	450
2024 Q3	$1.26M	Buy	53,401 +1,898	+4%	+$44K	0.01%	495
2024 Q2	$1.17M	Buy	51,503 +1,526	+3%	+$34.4K	0.01%	496
2024 Q1	$1.14M	Sell	49,977 -234	-0.5%	-$5.34K	0.01%	530
2023 Q4	$1.16M	Sell	50,211 -12,939	-20%	-$287K	0.01%	521
2023 Q3	$1.38M	Sell	63,150 -776	-1%	-$17.3K	0.01%	467
2023 Q2	$1.44M	Sell	63,926 -1,255	-2%	-$28.4K	0.01%	488
2023 Q1	$1.49M	Buy	65,181 +348	+0.5%	+$7.86K	0.01%	498
2022 Q4	$1.44M	Sell	64,833 -1,191	-2%	-$26.2K	0.01%	544
2022 Q3	$1.44M	Sell	66,024 -5,778	-8%	-$132K	0.01%	532
2022 Q2	$1.64M	Sell	71,802 -5,236	-7%	-$122K	0.01%	533
2022 Q1	$1.89M	Sell	77,038 -14,197	-16%	-$358K	0.01%	531
2021 Q4	$2.4M	Buy	+91,235	New	+$2.41M	0.01%	497
2020 Q4	–	Sell	-87,412	Closed	-$2.36M	–	1210
2020 Q3	$2.36M	Sell	87,412 -5,545	-6%	-$151K	0.02%	464
2020 Q2	$2.49M	Sell	92,957 -15,679	-14%	-$404K	0.02%	471
2020 Q1	$2.62M	Sell	108,636 -11,983	-10%	-$305K	0.02%	450
2019 Q4	$3.08M	Buy	+120,619	New	+$3.07M	0.02%	513