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
-38,585
Closed -$2.02M – 1349
2015
Q2 		$2.02M Buy
38,585
+936
+2% +$49.1K 0.02% 564
2015
Q1 		$1.98M Sell
37,649
-1,688
-4% -$88.7K 0.02% 556
2014
Q4 		$2.07M Buy
39,337
+5,952
+18% +$314K 0.03% 465
2014
Q3 		$1.76M Buy
33,385
+11,668
+54% +$617K 0.03% 470
2014
Q2 		$1.15M Buy
21,717
+15,491
+249% +$822K 0.02% 532
2014
Q1 		$330K Buy
+6,226
New +$331K 0.01% 757

United Capital Financial Advisors's IBMD Position: Q3 2015 in Review

United Capital Financial Advisors sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 38,585 shares — an estimated $2.02M sold.

United Capital Financial Advisors first reported a position in IBMD in Q1 2014 and held it in 6 quarters. The position peaked at $2.07M in Q4 2014. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • United Capital Financial Advisors reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 38,585 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $2.02M.
  • United Capital Financial Advisors first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q1 2014 and held it in 6 quarters.
  • United Capital Financial Advisors's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $2.07M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.