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 |
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|
2021
Q3 | $4.31M | Buy |
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|
2021
Q2 | $4.19M | Sell |
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2021
Q1 | $4.26M | Sell |
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|
2020
Q4 | $4.42M | Sell |
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|
2020
Q3 | $4.67M | Sell |
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2020
Q2 | $4.69M | Sell |
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|
2020
Q1 | $4.97M | Sell |
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|
2019
Q4 | $6.48M | Buy |
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|
2019
Q3 | $6.45M | Buy |
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|
2019
Q2 | $5.44M | Buy |
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|
2019
Q1 | $4.84M | Sell |
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|
2018
Q4 | $4.84M | Sell |
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|
2018
Q3 | $5.44M | Sell |
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|
2018
Q2 | $6.06M | Buy |
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|
2018
Q1 | $5.64M | Buy |
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|
2017
Q4 | $4.95M | Buy |
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|
2017
Q3 | $5.04M | Buy |
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|
2017
Q2 | $4.68M | Buy |
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|
2017
Q1 | $4.57M | Sell |
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|
2016
Q4 | $4.91M | Buy |
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|
2016
Q3 | $4.76M | Buy |
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