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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-84,658
| Closed | -$2.21M | – | 1114 |
|
|
2024
Q3 | $2.21M | Sell |
84,658
-1,790
| -2% | -$46.7K | 0.02% | 396 |
|
|
2024
Q2 | $2.25M | Sell |
86,448
-5,451
| -6% | -$142K | 0.02% | 373 |
|
|
2024
Q1 | $2.38M | Buy |
91,899
+7,204
| +9% | +$187K | 0.02% | 392 |
|
|
2023
Q4 | $2.2M | Sell |
84,695
-37,814
| -31% | -$981K | 0.02% | 399 |
|
|
2023
Q3 | $3.15M | Sell |
122,509
-795
| -0.6% | -$20.4K | 0.02% | 363 |
|
|
2023
Q2 | $3.18M | Sell |
123,304
-3,549
| -3% | -$91.4K | 0.02% | 376 |
|
|
2023
Q1 | $3.28M | Sell |
126,853
-14,375
| -10% | -$372K | 0.02% | 373 |
|
|
2022
Q4 | $3.64M | Sell |
141,228
-3,540
| -2% | -$91.2K | 0.02% | 375 |
|
|
2022
Q3 | $3.69M | Buy |
144,768
+954
| +0.7% | +$24.3K | 0.02% | 372 |
|
|
2022
Q2 | $3.74M | Sell |
143,814
-5,621
| -4% | -$146K | 0.02% | 384 |
|
|
2022
Q1 | $3.89M | Sell |
149,435
-2,263
| -1% | -$58.8K | 0.02% | 403 |
|
|
2021
Q4 | $4.07M | Sell |
151,698
-256
| -0.2% | -$6.87K | 0.02% | 405 |
|
|
2021
Q3 | $4.09M | Buy |
151,954
+5,226
| +4% | +$141K | 0.02% | 402 |
|
|
2021
Q2 | $3.96M | Sell |
146,728
-1,963
| -1% | -$53K | 0.02% | 410 |
|
|
2021
Q1 | $4.01M | Sell |
148,691
-6,119
| -4% | -$165K | 0.02% | 385 |
|
|
2020
Q4 | $4.19M | Sell |
154,810
-6,994
| -4% | -$189K | 0.03% | 380 |
|
|
2020
Q3 | $4.38M | Buy |
+161,804
| New | +$4.38M | 0.03% | 365 |
|