United Capital Financial Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $2.21M | Sell |
|
|||||
|
2024
Q2 | $2.25M | Sell |
|
|||||
|
2024
Q1 | $2.38M | Buy |
|
|||||
|
2023
Q4 | $2.2M | Sell |
|
|||||
|
2023
Q3 | $3.15M | Sell |
|
|||||
|
2023
Q2 | $3.18M | Sell |
|
|||||
|
2023
Q1 | $3.28M | Sell |
|
|||||
|
2022
Q4 | $3.64M | Sell |
|
|||||
|
2022
Q3 | $3.69M | Buy |
|
|||||
|
2022
Q2 | $3.74M | Sell |
|
|||||
|
2022
Q1 | $3.88M | Sell |
|
|||||
|
2021
Q4 | $4.07M | Sell |
|
|||||
|
2021
Q3 | $4.09M | Buy |
|
|||||
|
2021
Q2 | $3.96M | Sell |
|
|||||
|
2021
Q1 | $4.01M | Sell |
|
|||||
|
2020
Q4 | $4.19M | Sell |
|
|||||
|
2020
Q3 | $4.38M | Buy |
|