United Capital Financial Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-214,577
| Closed | -$5.84M | – | 1360 |
|
|
2017
Q2 | $5.84M | Buy |
214,577
+3,828
| +2% | +$104K | 0.05% | 356 |
|
|
2017
Q1 | $5.74M | Sell |
210,749
-19,279
| -8% | -$526K | 0.05% | 351 |
|
|
2016
Q4 | $6.26M | Buy |
230,028
+4,092
| +2% | +$111K | 0.06% | 333 |
|
|
2016
Q3 | $6.17M | Buy |
225,936
+20,467
| +10% | +$560K | 0.06% | 347 |
|
|
2016
Q2 | $5.55M | Buy |
205,469
+46,681
| +29% | +$1.28M | 0.06% | 350 |
|
|
2016
Q1 | $4.35M | Buy |
158,788
+17,183
| +12% | +$471K | 0.05% | 361 |
|
|
2015
Q4 | $3.87M | Buy |
141,605
+26,991
| +24% | +$740K | 0.04% | 391 |
|
|
2015
Q3 | $3.15M | Buy |
114,614
+27,297
| +31% | +$750K | 0.04% | 424 |
|
|
2015
Q2 | $2.4M | Buy |
87,317
+15,767
| +22% | +$433K | 0.03% | 536 |
|
|
2015
Q1 | $1.97M | Sell |
71,550
-2,580
| -3% | -$71.1K | 0.02% | 561 |
|
|
2014
Q4 | $2.04M | Buy |
74,130
+10,612
| +17% | +$293K | 0.03% | 468 |
|
|
2014
Q3 | $1.75M | Buy |
63,518
+21,700
| +52% | +$600K | 0.03% | 474 |
|
|
2014
Q2 | $1.16M | Buy |
41,818
+29,450
| +238% | +$813K | 0.02% | 530 |
|
|
2014
Q1 | $341K | Buy |
+12,368
| New | +$342K | 0.01% | 744 |
|
United Capital Financial Advisors's IBMF Position: Q3 2017 in Review
United Capital Financial Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 214,577 shares — an estimated $5.84M sold.
United Capital Financial Advisors first reported a position in IBMF in Q1 2014 and held it in 14 quarters. The position peaked at $6.26M in Q4 2016. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.
- United Capital Financial Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
- United Capital Financial Advisors sold 214,577 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $5.84M.
- United Capital Financial Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q1 2014 and held it in 14 quarters.
- United Capital Financial Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $6.26M in Q4 2016.
- 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.
Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.