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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-168,423
| Closed | -$4.31M | – | 1270 |
|
|
2021
Q3 | $4.31M | Buy |
168,423
+4,892
| +3% | +$125K | 0.02% | 396 |
|
|
2021
Q2 | $4.19M | Sell |
163,531
-1,975
| -1% | -$50.7K | 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% | 375 |
|
|
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% | -$368K | 0.03% | 375 |
|
|
2020
Q1 | $4.97M | Sell |
195,012
-56,494
| -22% | -$1.46M | 0.04% | 341 |
|
|
2019
Q4 | $6.48M | Buy |
251,506
+1,416
| +0.6% | +$36.5K | 0.04% | 375 |
|
|
2019
Q3 | $6.45M | Buy |
250,090
+38,960
| +18% | +$1.01M | 0.05% | 359 |
|
|
2019
Q2 | $5.44M | Buy |
211,130
+22,612
| +12% | +$580K | 0.04% | 409 |
|
|
2019
Q1 | $4.84M | Sell |
188,518
-1,612
| -0.8% | -$41.2K | 0.03% | 426 |
|
|
2018
Q4 | $4.84M | Sell |
190,130
-24,960
| -12% | -$631K | 0.04% | 383 |
|
|
2018
Q3 | $5.44M | Sell |
215,090
-23,112
| -10% | -$587K | 0.04% | 418 |
|
|
2018
Q2 | $6.06M | Buy |
238,202
+16,166
| +7% | +$409K | 0.05% | 381 |
|
|
2018
Q1 | $5.64M | Buy |
222,036
+27,182
| +14% | +$691K | 0.04% | 391 |
|
|
2017
Q4 | $4.95M | Buy |
194,854
+31
| +0% | +$796 | 0.04% | 415 |
|
|
2017
Q3 | $5.04M | Buy |
194,823
+13,254
| +7% | +$344K | 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% | -$408K | 0.04% | 382 |
|
|
2016
Q4 | $4.91M | Buy |
194,094
+10,943
| +6% | +$279K | 0.05% | 373 |
|
|
2016
Q3 | $4.76M | Buy |
+183,151
| New | +$4.79M | 0.05% | 390 |
|
Other funds holding IBMJ
United Capital Financial Advisors's IBMJ Position: Q4 2021 in Review
United Capital Financial Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 168,423 shares — an estimated $4.31M sold.
United Capital Financial Advisors first reported a position in IBMJ in Q3 2016 and held it in 21 quarters. The position peaked at $6.48M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.
- United Capital Financial Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
- United Capital Financial Advisors sold 168,423 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $4.31M.
- United Capital Financial Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2016 and held it in 21 quarters.
- United Capital Financial Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $6.48M in Q4 2019.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.
Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.