UCFA
IBMH

United Capital Financial Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

United Capital Financial Advisors’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-219,695
Closed -$5.59M – 1547
2019
Q2 		$5.59M Buy
219,695
+23,498
+12% +$597K 0.04% 402
2019
Q1 		$4.99M Sell
196,197
-438
-0.2% -$11.1K 0.04% 412
2018
Q4 		$4.99M Sell
196,635
-25,736
-12% -$652K 0.04% 375
2018
Q3 		$5.64M Sell
222,371
-22,403
-9% -$569K 0.04% 410
2018
Q2 		$6.21M Buy
244,774
+14,409
+6% +$365K 0.05% 372
2018
Q1 		$5.83M Buy
230,365
+23,869
+12% +$605K 0.04% 387
2017
Q4 		$5.23M Buy
206,496
+7,716
+4% +$196K 0.04% 404
2017
Q3 		$5.08M Buy
198,780
+12,916
+7% +$330K 0.04% 393
2017
Q2 		$4.74M Buy
185,864
+3,592
+2% +$91.8K 0.04% 388
2017
Q1 		$4.65M Sell
182,272
-17,119
-9% -$436K 0.04% 377
2016
Q4 		$5.05M Buy
199,391
+6,016
+3% +$153K 0.05% 370
2016
Q3 		$4.96M Buy
193,375
+21,975
+13% +$566K 0.05% 382
2016
Q2 		$4.46M Buy
171,400
+49,610
+41% +$1.28M 0.05% 382
2016
Q1 		$3.13M Buy
121,790
+18,207
+18% +$468K 0.03% 441
2015
Q4 		$2.65M Sell
103,583
-1,892
-2% -$48.3K 0.03% 490
2015
Q3 		$2.7M Buy
105,475
+31,297
+42% +$796K 0.03% 465
2015
Q2 		$1.88M Buy
74,178
+1,476
+2% +$37.4K 0.02% 580
2015
Q1 		$1.85M Sell
72,702
-3,209
-4% -$82K 0.02% 584
2014
Q4 		$1.93M Buy
75,911
+11,226
+17% +$286K 0.03% 483
2014
Q3 		$1.65M Buy
64,685
+22,703
+54% +$576K 0.03% 493
2014
Q2 		$1.06M Buy
41,982
+31,658
+307% +$798K 0.02% 553
2014
Q1 		$259K Buy
+10,324
New +$260K 0.01% 815

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

United Capital Financial Advisors's IBMH Position: Q3 2019 in Review

United Capital Financial Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 219,695 shares — an estimated $5.59M sold.

United Capital Financial Advisors first reported a position in IBMH in Q1 2014 and held it in 22 quarters. The position peaked at $6.21M in Q2 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • United Capital Financial Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 219,695 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $5.59M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2014 and held it in 22 quarters.
  • United Capital Financial Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $6.21M in Q2 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.