UCFA
IBME

United Capital Financial Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

United Capital Financial Advisors’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-177,762
Closed -$4.62M – 1334
2016
Q2 		$4.62M Buy
177,762
+48,167
+37% +$1.27M 0.05% 371
2016
Q1 		$3.43M Buy
129,595
+17,131
+15% +$453K 0.04% 416
2015
Q4 		$2.98M Sell
112,464
-898
-0.8% -$23.8K 0.03% 459
2015
Q3 		$3.01M Buy
113,362
+29,207
+35% +$777K 0.04% 434
2015
Q2 		$2.24M Buy
84,155
+10,521
+14% +$280K 0.03% 547
2015
Q1 		$1.96M Sell
73,634
-2,766
-4% -$73.7K 0.02% 562
2014
Q4 		$2.04M Buy
76,400
+11,636
+18% +$311K 0.03% 469
2014
Q3 		$1.73M Buy
64,764
+22,652
+54% +$606K 0.03% 479
2014
Q2 		$1.13M Buy
42,112
+29,774
+241% +$797K 0.02% 541
2014
Q1 		$330K Buy
+12,338
New +$331K 0.01% 756

United Capital Financial Advisors's IBME Position: Q3 2016 in Review

United Capital Financial Advisors sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2016, closing a stake of 177,762 shares — an estimated $4.62M sold.

United Capital Financial Advisors first reported a position in IBME in Q1 2014 and held it in 10 quarters. The position peaked at $4.62M in Q2 2016. 0 funds tracked by Wall St. Rank hold IBME as of Q3 2016.

  • United Capital Financial Advisors reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 177,762 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2016, an estimated $4.62M.
  • United Capital Financial Advisors first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q1 2014 and held it in 10 quarters.
  • United Capital Financial Advisors's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $4.62M in Q2 2016.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.