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 |
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|
2017
Q2 | $5.84M | Buy |
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|
2017
Q1 | $5.74M | Sell |
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|
2016
Q4 | $6.26M | Buy |
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|
2016
Q3 | $6.17M | Buy |
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|
2016
Q2 | $5.55M | Buy |
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|
2016
Q1 | $4.35M | Buy |
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|
2015
Q4 | $3.87M | Buy |
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|
2015
Q3 | $3.15M | Buy |
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|
2015
Q2 | $2.4M | Buy |
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|
2015
Q1 | $1.97M | Sell |
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|
2014
Q4 | $2.04M | Buy |
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|
2014
Q3 | $1.75M | Buy |
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|
2014
Q2 | $1.16M | Buy |
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|
2014
Q1 | $341K | Buy |
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