UCFA
IBMK

United Capital Financial Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

United Capital Financial Advisors’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$203K 0.02% 401
2021
Q4 		$4.26M Sell
163,506
-1,103
-0.7% -$28.8K 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% -$53.9K 0.02% 400
2021
Q1 		$4.26M Sell
161,898
-5,953
-4% -$157K 0.02% 376
2020
Q4 		$4.42M Sell
167,851
-8,453
-5% -$223K 0.03% 374
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% -$376K 0.03% 374
2020
Q1 		$4.99M Sell
191,836
-56,471
-23% -$1.48M 0.04% 339
2019
Q4 		$6.5M Buy
248,307
+940
+0.4% +$24.6K 0.04% 374
2019
Q3 		$6.47M Buy
247,367
+37,668
+18% +$987K 0.05% 358
2019
Q2 		$5.47M Buy
209,699
+21,491
+11% +$558K 0.04% 408
2019
Q1 		$4.88M Sell
188,208
-516
-0.3% -$13.3K 0.03% 421
2018
Q4 		$4.83M Sell
188,724
-25,133
-12% -$638K 0.04% 384
2018
Q3 		$5.43M Sell
213,857
-18,936
-8% -$483K 0.04% 419
2018
Q2 		$5.94M Buy
232,793
+14,328
+7% +$364K 0.04% 385
2018
Q1 		$5.57M Buy
218,465
+24,627
+13% +$630K 0.04% 392
2017
Q4 		$4.98M Buy
193,838
+7,134
+4% +$185K 0.04% 414
2017
Q3 		$4.87M Buy
+186,704
New +$4.89M 0.04% 399

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

United Capital Financial Advisors's IBMK Position: Q4 2022 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 142,548 shares — an estimated $3.69M sold.

United Capital Financial Advisors first reported a position in IBMK in Q3 2017 and held it in 21 quarters. The position peaked at $6.5M in Q4 2019. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 142,548 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $3.69M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2017 and held it in 21 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.5M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.