United Capital Financial Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
78,432
+5,438
| +7% | +$114K | 0.01% | 479 |
|
|
2025
Q1 | $1.51M | Buy |
72,994
+2,563
| +4% | +$53.2K | 0.01% | 475 |
|
|
2024
Q4 | $1.43M | Buy |
70,431
+5,915
| +9% | +$120K | 0.01% | 481 |
|
|
2024
Q3 | $1.37M | Buy |
64,516
+1,081
| +2% | +$22.9K | 0.01% | 474 |
|
|
2024
Q2 | $1.29M | Sell |
63,435
-13,270
| -17% | -$269K | 0.01% | 475 |
|
|
2024
Q1 | $1.57M | Sell |
76,705
-545
| -0.7% | -$11.2K | 0.01% | 473 |
|
|
2023
Q4 | $1.6M | Buy |
+77,250
| New | +$1.6M | 0.01% | 462 |
|