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 |
-12,283
| Closed | -$312K | – | 1414 |
|
|
2018
Q3 | $312K | Sell |
12,283
-235,212
| -95% | -$5.98M | ﹤0.01% | 1092 |
|
|
2018
Q2 | $6.29M | Buy |
247,495
+13,473
| +6% | +$342K | 0.05% | 369 |
|
|
2018
Q1 | $5.94M | Buy |
234,022
+24,778
| +12% | +$629K | 0.05% | 380 |
|
|
2017
Q4 | $5.31M | Buy |
209,244
+7,345
| +4% | +$187K | 0.04% | 399 |
|
|
2017
Q3 | $5.15M | Buy |
201,899
+12,996
| +7% | +$331K | 0.04% | 391 |
|
|
2017
Q2 | $4.81M | Buy |
188,903
+3,922
| +2% | +$99.9K | 0.04% | 384 |
|
|
2017
Q1 | $4.71M | Sell |
184,981
-17,098
| -8% | -$436K | 0.04% | 375 |
|
|
2016
Q4 | $5.13M | Buy |
202,079
+4,601
| +2% | +$117K | 0.05% | 365 |
|
|
2016
Q3 | $5.04M | Buy |
197,478
+20,934
| +12% | +$537K | 0.05% | 378 |
|
|
2016
Q2 | $4.59M | Buy |
176,544
+49,705
| +39% | +$1.27M | 0.05% | 375 |
|
|
2016
Q1 | $3.25M | Buy |
126,839
+18,417
| +17% | +$471K | 0.04% | 430 |
|
|
2015
Q4 | $2.77M | Sell |
108,422
-1,471
| -1% | -$37.6K | 0.03% | 476 |
|
|
2015
Q3 | $2.81M | Buy |
109,893
+30,588
| +39% | +$781K | 0.03% | 452 |
|
|
2015
Q2 | $2.02M | Buy |
79,305
+3,022
| +4% | +$76.8K | 0.02% | 563 |
|
|
2015
Q1 | $1.95M | Sell |
76,283
-2,722
| -3% | -$69.7K | 0.02% | 564 |
|
|
2014
Q4 | $2.02M | Buy |
79,005
+11,435
| +17% | +$292K | 0.03% | 470 |
|
|
2014
Q3 | $1.73M | Buy |
67,570
+22,998
| +52% | +$589K | 0.03% | 480 |
|
|
2014
Q2 | $1.14M | Buy |
44,572
+31,180
| +233% | +$795K | 0.02% | 535 |
|
|
2014
Q1 | $340K | Buy |
+13,392
| New | +$341K | 0.01% | 745 |
|
United Capital Financial Advisors's IBMG Position: Q4 2018 in Review
United Capital Financial Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q4 2018, closing a stake of 12,283 shares — an estimated $312K sold.
United Capital Financial Advisors first reported a position in IBMG in Q1 2014 and held it in 19 quarters. The position peaked at $6.29M in Q2 2018. 0 funds tracked by Wall St. Rank hold IBMG as of Q4 2018.
- United Capital Financial Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
- United Capital Financial Advisors sold 12,283 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q4 2018, an estimated $312K.
- United Capital Financial Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2014 and held it in 19 quarters.
- United Capital Financial Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $6.29M in Q2 2018.
- 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q4 2018.
Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.