United Capital Financial Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
56,010
+2,652
| +5% | +$67K | 0.01% | 508 |
|
|
2025
Q1 | $1.33M | Buy |
53,358
+44,156
| +480% | +$1.1M | 0.01% | 504 |
|
|
2024
Q4 | $226K | Buy |
9,202
+596
| +7% | +$14.7K | ﹤0.01% | 970 |
|
|
2024
Q3 | $221K | Buy |
+8,606
| New | +$221K | ﹤0.01% | 977 |
|
|
2024
Q2 | – | Sell |
-18,126
| Closed | -$450K | – | 1060 |
|
|
2024
Q1 | $450K | Buy |
18,126
+506
| +3% | +$12.6K | ﹤0.01% | 754 |
|
|
2023
Q4 | $445K | Buy |
+17,620
| New | +$445K | ﹤0.01% | 753 |
|