United Capital Financial Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $6.29M | Buy |
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2018
Q1 | $5.94M | Buy |
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|
2017
Q4 | $5.31M | Buy |
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|
2017
Q3 | $5.15M | Buy |
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2017
Q2 | $4.81M | Buy |
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|
2017
Q1 | $4.71M | Sell |
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|
2016
Q4 | $5.13M | Buy |
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|
2016
Q3 | $5.04M | Buy |
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|
2016
Q2 | $4.59M | Buy |
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|
2016
Q1 | $3.25M | Buy |
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|
2015
Q4 | $2.77M | Sell |
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|
2015
Q3 | $2.81M | Buy |
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|
2015
Q2 | $2.02M | Buy |
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|
2015
Q1 | $1.95M | Sell |
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|
2014
Q4 | $2.02M | Buy |
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|
2014
Q3 | $1.73M | Buy |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $340K | Buy |
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