United Capital Financial Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-191,499
| Closed | -$4.88M | – | 1253 |
|
|
2020
Q2 | $4.88M | Sell |
191,499
-14,812
| -7% | -$377K | 0.04% | 366 |
|
|
2020
Q1 | $5.23M | Sell |
206,311
-56,963
| -22% | -$1.45M | 0.04% | 326 |
|
|
2019
Q4 | $6.72M | Buy |
263,274
+705
| +0.3% | +$18K | 0.04% | 366 |
|
|
2019
Q3 | $6.7M | Buy |
262,569
+41,116
| +19% | +$1.05M | 0.05% | 347 |
|
|
2019
Q2 | $5.66M | Buy |
221,453
+23,231
| +12% | +$592K | 0.04% | 397 |
|
|
2019
Q1 | $5.05M | Sell |
198,222
-977
| -0.5% | -$24.8K | 0.04% | 410 |
|
|
2018
Q4 | $5.05M | Sell |
199,199
-25,203
| -11% | -$637K | 0.04% | 372 |
|
|
2018
Q3 | $5.67M | Sell |
224,402
-17,921
| -7% | -$455K | 0.04% | 409 |
|
|
2018
Q2 | $6.15M | Buy |
242,323
+9,956
| +4% | +$252K | 0.05% | 375 |
|
|
2018
Q1 | $5.89M | Buy |
232,367
+25,411
| +12% | +$645K | 0.04% | 385 |
|
|
2017
Q4 | $5.25M | Buy |
206,956
+6,040
| +3% | +$154K | 0.04% | 403 |
|
|
2017
Q3 | $5.16M | Buy |
200,916
+12,532
| +7% | +$322K | 0.04% | 389 |
|
|
2017
Q2 | $4.82M | Buy |
188,384
+3,533
| +2% | +$90.7K | 0.04% | 382 |
|
|
2017
Q1 | $4.72M | Sell |
184,851
-17,163
| -8% | -$437K | 0.04% | 374 |
|
|
2016
Q4 | $5.1M | Buy |
202,014
+9,384
| +5% | +$239K | 0.05% | 366 |
|
|
2016
Q3 | $4.97M | Buy |
192,630
+21,477
| +13% | +$557K | 0.05% | 381 |
|
|
2016
Q2 | $4.45M | Buy |
171,153
+49,241
| +40% | +$1.27M | 0.05% | 384 |
|
|
2016
Q1 | $3.14M | Buy |
121,912
+18,174
| +18% | +$469K | 0.03% | 439 |
|
|
2015
Q4 | $2.65M | Sell |
103,738
-1,652
| -2% | -$42.2K | 0.03% | 491 |
|
|
2015
Q3 | $2.69M | Buy |
105,390
+30,906
| +41% | +$784K | 0.03% | 466 |
|
|
2015
Q2 | $1.88M | Buy |
74,484
+846
| +1% | +$21.3K | 0.02% | 581 |
|
|
2015
Q1 | $1.86M | Sell |
73,638
-3,236
| -4% | -$82.3K | 0.02% | 578 |
|
|
2014
Q4 | $1.94M | Buy |
76,874
+11,336
| +17% | +$286K | 0.03% | 479 |
|
|
2014
Q3 | $1.65M | Buy |
+65,538
| New | +$1.65M | 0.03% | 491 |
|
Other funds holding IBMI
United Capital Financial Advisors's IBMI Position: Q3 2020 in Review
United Capital Financial Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 191,499 shares — an estimated $4.88M sold.
United Capital Financial Advisors first reported a position in IBMI in Q3 2014 and held it in 24 quarters. The position peaked at $6.72M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.
- United Capital Financial Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
- United Capital Financial Advisors sold 191,499 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $4.88M.
- United Capital Financial Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2014 and held it in 24 quarters.
- United Capital Financial Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $6.72M in Q4 2019.
- 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.
Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.