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 |
-84,658
| Closed | -$2.21M | – | 1122 |
|
|
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% | 374 |
|
|
2024
Q1 | $2.38M | Buy |
91,899
+7,204
| +9% | +$187K | 0.02% | 393 |
|
|
2023
Q4 | $2.2M | Sell |
84,695
-37,814
| -31% | -$975K | 0.02% | 399 |
|
|
2023
Q3 | $3.15M | Sell |
122,509
-795
| -0.6% | -$20.5K | 0.02% | 363 |
|
|
2023
Q2 | $3.18M | Sell |
123,304
-3,549
| -3% | -$91.3K | 0.02% | 376 |
|
|
2023
Q1 | $3.28M | Sell |
126,853
-14,375
| -10% | -$371K | 0.02% | 374 |
|
|
2022
Q4 | $3.64M | Sell |
141,228
-3,540
| -2% | -$90.8K | 0.02% | 375 |
|
|
2022
Q3 | $3.69M | Buy |
144,768
+954
| +0.7% | +$24.7K | 0.02% | 372 |
|
|
2022
Q2 | $3.74M | Sell |
143,814
-5,621
| -4% | -$145K | 0.02% | 384 |
|
|
2022
Q1 | $3.88M | Sell |
149,435
-2,263
| -1% | -$59.7K | 0.02% | 404 |
|
|
2021
Q4 | $4.07M | Sell |
151,698
-256
| -0.2% | -$6.88K | 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% | -$166K | 0.02% | 385 |
|
|
2020
Q4 | $4.19M | Sell |
154,810
-6,994
| -4% | -$189K | 0.03% | 381 |
|
|
2020
Q3 | $4.38M | Buy |
+161,804
| New | +$4.39M | 0.03% | 365 |
|
Other funds holding IBMM
United Capital Financial Advisors's IBMM Position: Q4 2024 in Review
United Capital Financial Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 84,658 shares — an estimated $2.21M sold.
United Capital Financial Advisors first reported a position in IBMM in Q3 2020 and held it in 17 quarters. The position peaked at $4.38M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.
- United Capital Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
- United Capital Financial Advisors sold 84,658 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $2.21M.
- United Capital Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2020 and held it in 17 quarters.
- United Capital Financial Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.38M in Q3 2020.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.
Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.