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 |
Shares Change % | Capital Flow | 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% | -$525K | 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% | +$559K | 0.06% | 347 |
|
|
2016
Q2 | $5.55M | Buy |
205,469
+46,681
| +29% | +$1.26M | 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% | +$738K | 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% | -$71K | 0.02% | 561 |
|
|
2014
Q4 | $2.04M | Buy |
74,130
+10,612
| +17% | +$291K | 0.03% | 468 |
|
|
2014
Q3 | $1.75M | Buy |
63,518
+21,700
| +52% | +$599K | 0.03% | 474 |
|
|
2014
Q2 | $1.16M | Buy |
41,818
+29,450
| +238% | +$814K | 0.02% | 530 |
|
|
2014
Q1 | $341K | Buy |
+12,368
| New | +$341K | 0.01% | 744 |
|