UCFA
IBML

United Capital Financial Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

United Capital Financial Advisors’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-125,303
Closed -$3.2M – 1138
2023
Q3 		$3.2M Sell
125,303
-1,148
-0.9% -$29.3K 0.02% 358
2023
Q2 		$3.22M Sell
126,451
-6,048
-5% -$154K 0.02% 375
2023
Q1 		$3.37M Sell
132,499
-17,234
-12% -$438K 0.02% 370
2022
Q4 		$3.8M Sell
149,733
-1,246
-0.8% -$31.5K 0.02% 371
2022
Q3 		$3.81M Buy
150,979
+815
+0.5% +$20.7K 0.02% 367
2022
Q2 		$3.83M Sell
150,164
-9,076
-6% -$231K 0.02% 376
2022
Q1 		$4.06M Sell
159,240
-7,369
-4% -$189K 0.02% 398
2021
Q4 		$4.32M Sell
166,609
-796
-0.5% -$20.7K 0.02% 391
2021
Q3 		$4.35M Buy
167,405
+3,880
+2% +$101K 0.02% 394
2021
Q2 		$4.27M Sell
163,525
-3,586
-2% -$93.7K 0.02% 396
2021
Q1 		$4.37M Sell
167,111
-4,893
-3% -$128K 0.02% 373
2020
Q4 		$4.5M Sell
172,004
-5,983
-3% -$157K 0.03% 371
2020
Q3 		$4.68M Sell
177,987
-1,878
-1% -$49.4K 0.03% 355
2020
Q2 		$4.72M Sell
179,865
-14,404
-7% -$374K 0.03% 372
2020
Q1 		$4.98M Sell
194,269
-50,959
-21% -$1.32M 0.04% 340
2019
Q4 		$6.33M Sell
245,228
-2,981
-1% -$76.9K 0.04% 380
2019
Q3 		$6.39M Buy
248,209
+35,337
+17% +$913K 0.04% 361
2019
Q2 		$5.47M Buy
212,872
+28,418
+15% +$725K 0.04% 407
2019
Q1 		$4.7M Sell
184,454
-4,120
-2% -$104K 0.03% 432
2018
Q4 		$4.74M Sell
188,574
-8,871
-4% -$220K 0.04% 393
2018
Q3 		$4.91M Buy
+197,445
New +$4.93M 0.03% 435

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

United Capital Financial Advisors's IBML Position: Q4 2023 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 125,303 shares — an estimated $3.2M sold.

United Capital Financial Advisors first reported a position in IBML in Q3 2018 and held it in 21 quarters. The position peaked at $6.39M in Q3 2019. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 125,303 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $3.2M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2018 and held it in 21 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $6.39M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.