United Capital Financial Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-142,548
| Closed | -$3.69M | – | 1127 |
|
|
2022
Q3 | $3.69M | Sell |
142,548
-3,556
| -2% | -$92.1K | 0.02% | 373 |
|
|
2022
Q2 | $3.79M | Sell |
146,104
-9,607
| -6% | -$249K | 0.02% | 382 |
|
|
2022
Q1 | $4.04M | Sell |
155,711
-7,795
| -5% | -$202K | 0.02% | 400 |
|
|
2021
Q4 | $4.26M | Sell |
163,506
-1,103
| -0.7% | -$28.7K | 0.02% | 394 |
|
|
2021
Q3 | $4.31M | Buy |
164,609
+4,760
| +3% | +$125K | 0.02% | 395 |
|
|
2021
Q2 | $4.2M | Sell |
159,849
-2,049
| -1% | -$53.8K | 0.02% | 400 |
|
|
2021
Q1 | $4.26M | Sell |
161,898
-5,953
| -4% | -$157K | 0.02% | 376 |
|
|
2020
Q4 | $4.43M | Sell |
167,851
-8,453
| -5% | -$223K | 0.03% | 373 |
|
|
2020
Q3 | $4.67M | Sell |
176,304
-1,194
| -0.7% | -$31.6K | 0.03% | 358 |
|
|
2020
Q2 | $4.69M | Sell |
177,498
-14,338
| -7% | -$379K | 0.03% | 373 |
|
|
2020
Q1 | $4.99M | Sell |
191,836
-56,471
| -23% | -$1.47M | 0.04% | 338 |
|
|
2019
Q4 | $6.5M | Buy |
248,307
+940
| +0.4% | +$24.6K | 0.04% | 373 |
|
|
2019
Q3 | $6.47M | Buy |
247,367
+37,668
| +18% | +$985K | 0.05% | 357 |
|
|
2019
Q2 | $5.48M | Buy |
209,699
+21,491
| +11% | +$561K | 0.04% | 406 |
|
|
2019
Q1 | $4.88M | Sell |
188,208
-516
| -0.3% | -$13.4K | 0.03% | 419 |
|
|
2018
Q4 | $4.83M | Sell |
188,724
-25,133
| -12% | -$644K | 0.04% | 384 |
|
|
2018
Q3 | $5.43M | Sell |
213,857
-18,936
| -8% | -$481K | 0.04% | 419 |
|
|
2018
Q2 | $5.94M | Buy |
232,793
+14,328
| +7% | +$366K | 0.04% | 385 |
|
|
2018
Q1 | $5.57M | Buy |
218,465
+24,627
| +13% | +$628K | 0.04% | 392 |
|
|
2017
Q4 | $4.98M | Buy |
193,838
+7,134
| +4% | +$183K | 0.04% | 414 |
|
|
2017
Q3 | $4.87M | Buy |
+186,704
| New | +$4.87M | 0.04% | 399 |
|