United Capital Financial Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-168,423
| Closed | -$4.31M | – | 1265 |
|
|
2021
Q3 | $4.31M | Buy |
168,423
+4,892
| +3% | +$125K | 0.02% | 396 |
|
|
2021
Q2 | $4.19M | Sell |
163,531
-1,975
| -1% | -$50.6K | 0.02% | 401 |
|
|
2021
Q1 | $4.26M | Sell |
165,506
-6,076
| -4% | -$156K | 0.02% | 377 |
|
|
2020
Q4 | $4.42M | Sell |
171,582
-8,829
| -5% | -$228K | 0.03% | 374 |
|
|
2020
Q3 | $4.67M | Sell |
180,411
-344
| -0.2% | -$8.91K | 0.03% | 357 |
|
|
2020
Q2 | $4.69M | Sell |
180,755
-14,257
| -7% | -$370K | 0.03% | 374 |
|
|
2020
Q1 | $4.98M | Sell |
195,012
-56,494
| -22% | -$1.44M | 0.04% | 340 |
|
|
2019
Q4 | $6.48M | Buy |
251,506
+1,416
| +0.6% | +$36.5K | 0.04% | 374 |
|
|
2019
Q3 | $6.45M | Buy |
250,090
+38,960
| +18% | +$1M | 0.05% | 358 |
|
|
2019
Q2 | $5.44M | Buy |
211,130
+22,612
| +12% | +$583K | 0.04% | 407 |
|
|
2019
Q1 | $4.84M | Sell |
188,518
-1,612
| -0.8% | -$41.4K | 0.03% | 424 |
|
|
2018
Q4 | $4.84M | Sell |
190,130
-24,960
| -12% | -$635K | 0.04% | 383 |
|
|
2018
Q3 | $5.44M | Sell |
215,090
-23,112
| -10% | -$585K | 0.04% | 418 |
|
|
2018
Q2 | $6.06M | Buy |
238,202
+16,166
| +7% | +$411K | 0.05% | 381 |
|
|
2018
Q1 | $5.64M | Buy |
222,036
+27,182
| +14% | +$690K | 0.04% | 391 |
|
|
2017
Q4 | $4.95M | Buy |
194,854
+31
| +0% | +$788 | 0.04% | 415 |
|
|
2017
Q3 | $5.04M | Buy |
194,823
+13,254
| +7% | +$343K | 0.04% | 394 |
|
|
2017
Q2 | $4.68M | Buy |
181,569
+3,437
| +2% | +$88.7K | 0.04% | 392 |
|
|
2017
Q1 | $4.57M | Sell |
178,132
-15,962
| -8% | -$409K | 0.04% | 382 |
|
|
2016
Q4 | $4.91M | Buy |
194,094
+10,943
| +6% | +$277K | 0.05% | 373 |
|
|
2016
Q3 | $4.76M | Buy |
+183,151
| New | +$4.76M | 0.05% | 390 |
|