United Capital Financial Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.22M | Sell |
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|
2023
Q1 | $3.37M | Sell |
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $4.06M | Sell |
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|
2021
Q4 | $4.32M | Sell |
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|
2021
Q3 | $4.35M | Buy |
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|
2021
Q2 | $4.27M | Sell |
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|
2021
Q1 | $4.37M | Sell |
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|
2020
Q4 | $4.5M | Sell |
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|
2020
Q3 | $4.68M | Sell |
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|
2020
Q2 | $4.72M | Sell |
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|
2020
Q1 | $4.98M | Sell |
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|
2019
Q4 | $6.33M | Sell |
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|
2019
Q3 | $6.39M | Buy |
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|
2019
Q2 | $5.47M | Buy |
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|
2019
Q1 | $4.7M | Sell |
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|
2018
Q4 | $4.74M | Sell |
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|
2018
Q3 | $4.91M | Buy |
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