UCFA
IBMD

United Capital Financial Advisors’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

United Capital Financial Advisors’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
2015
Q2 		$2.02M Buy
2015
Q1 		$1.98M Sell
2014
Q4 		$2.07M Buy
2014
Q3 		$1.76M Buy
2014
Q2 		$1.15M Buy
2014
Q1 		$330K Buy