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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.69M | Sell |
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2022
Q2 | $3.79M | Sell |
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|
2022
Q1 | $4.04M | Sell |
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|
2021
Q4 | $4.26M | Sell |
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|
2021
Q3 | $4.31M | Buy |
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|
2021
Q2 | $4.2M | 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 | $4.99M | Sell |
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|
2019
Q4 | $6.5M | Buy |
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|
2019
Q3 | $6.47M | Buy |
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|
2019
Q2 | $5.47M | Buy |
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|
2019
Q1 | $4.88M | Sell |
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|
2018
Q4 | $4.83M | Sell |
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|
2018
Q3 | $5.43M | Sell |
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|
2018
Q2 | $5.94M | Buy |
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|
2018
Q1 | $5.57M | Buy |
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|
2017
Q4 | $4.98M | Buy |
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|
2017
Q3 | $4.87M | Buy |
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