United Capital Financial Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-177,762
| Closed | -$4.62M | – | 1334 |
|
|
2016
Q2 | $4.62M | Buy |
177,762
+48,167
| +37% | +$1.25M | 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% | +$774K | 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% | +$310K | 0.03% | 469 |
|
|
2014
Q3 | $1.73M | Buy |
64,764
+22,652
| +54% | +$605K | 0.03% | 479 |
|
|
2014
Q2 | $1.13M | Buy |
42,112
+29,774
| +241% | +$798K | 0.02% | 541 |
|
|
2014
Q1 | $330K | Buy |
+12,338
| New | +$330K | 0.01% | 756 |
|