United Capital Financial Advisors’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$330K | 0.01% | 757 |
|