United Capital Financial Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
103,098
-152
| -0.1% | -$4.07K | 0.02% | 383 |
|
|
2025
Q1 | $2.76M | Buy |
103,250
+15,427
| +18% | +$413K | 0.02% | 363 |
|
|
2024
Q4 | $2.34M | Buy |
87,823
+6,949
| +9% | +$185K | 0.02% | 383 |
|
|
2024
Q3 | $2.16M | Sell |
80,874
-2,489
| -3% | -$66.4K | 0.02% | 402 |
|
|
2024
Q2 | $2.21M | Sell |
83,363
-5,695
| -6% | -$151K | 0.02% | 378 |
|
|
2024
Q1 | $2.36M | Sell |
89,058
-17,173
| -16% | -$454K | 0.02% | 398 |
|
|
2023
Q4 | $2.82M | Sell |
106,231
-13,326
| -11% | -$354K | 0.02% | 361 |
|
|
2023
Q3 | $3.12M | Buy |
119,557
+2,161
| +2% | +$56.4K | 0.02% | 365 |
|
|
2023
Q2 | $3.09M | Sell |
117,396
-3,935
| -3% | -$104K | 0.02% | 379 |
|
|
2023
Q1 | $3.23M | Sell |
121,331
-13,436
| -10% | -$358K | 0.02% | 378 |
|
|
2022
Q4 | $3.55M | Sell |
134,767
-3,116
| -2% | -$82.2K | 0.02% | 379 |
|
|
2022
Q3 | $3.57M | Sell |
137,883
-571
| -0.4% | -$14.8K | 0.02% | 381 |
|
|
2022
Q2 | $3.69M | Sell |
138,454
-4,834
| -3% | -$129K | 0.02% | 388 |
|
|
2022
Q1 | $3.82M | Sell |
143,288
-1,882
| -1% | -$50.2K | 0.02% | 406 |
|
|
2021
Q4 | $4.04M | Sell |
145,170
-536
| -0.4% | -$14.9K | 0.02% | 406 |
|
|
2021
Q3 | $4.07M | Buy |
145,706
+5,094
| +4% | +$142K | 0.02% | 403 |
|
|
2021
Q2 | $3.94M | Sell |
140,612
-1,980
| -1% | -$55.4K | 0.02% | 412 |
|
|
2021
Q1 | $3.98M | Sell |
142,592
-5,792
| -4% | -$162K | 0.02% | 387 |
|
|
2020
Q4 | $4.18M | Sell |
148,384
-6,830
| -4% | -$192K | 0.03% | 382 |
|
|
2020
Q3 | $4.36M | Buy |
+155,214
| New | +$4.36M | 0.03% | 366 |
|