United Capital Financial Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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2019
Q2 | $5.59M | Buy |
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2019
Q1 | $4.99M | Sell |
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2018
Q4 | $4.99M | Sell |
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2018
Q3 | $5.64M | Sell |
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|
2018
Q2 | $6.21M | Buy |
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2018
Q1 | $5.83M | Buy |
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|
2017
Q4 | $5.23M | Buy |
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|
2017
Q3 | $5.08M | Buy |
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|
2017
Q2 | $4.74M | Buy |
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|
2017
Q1 | $4.65M | Sell |
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|
2016
Q4 | $5.05M | Buy |
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|
2016
Q3 | $4.96M | Buy |
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|
2016
Q2 | $4.46M | Buy |
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|
2016
Q1 | $3.13M | Buy |
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|
2015
Q4 | $2.65M | Sell |
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|
2015
Q3 | $2.7M | Buy |
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|
2015
Q2 | $1.88M | Buy |
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|
2015
Q1 | $1.85M | Sell |
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|
2014
Q4 | $1.93M | Buy |
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|
2014
Q3 | $1.65M | Buy |
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|
2014
Q2 | $1.06M | Buy |
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|
2014
Q1 | $259K | Buy |
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