United Capital Financial Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
108,197
+83
| +0.1% | +$2.13K | 0.02% | 381 |
|
|
2025
Q1 | $2.76M | Buy |
108,114
+16,704
| +18% | +$427K | 0.02% | 362 |
|
|
2024
Q4 | $2.33M | Buy |
91,410
+6,349
| +7% | +$162K | 0.02% | 387 |
|
|
2024
Q3 | $2.18M | Sell |
85,061
-2,545
| -3% | -$65.3K | 0.02% | 398 |
|
|
2024
Q2 | $2.22M | Sell |
87,606
-6,058
| -6% | -$153K | 0.02% | 377 |
|
|
2024
Q1 | $2.37M | Sell |
93,664
-16,180
| -15% | -$410K | 0.02% | 394 |
|
|
2023
Q4 | $2.8M | Sell |
109,844
-12,579
| -10% | -$321K | 0.02% | 364 |
|
|
2023
Q3 | $3.04M | Buy |
122,423
+2,272
| +2% | +$56.4K | 0.02% | 368 |
|
|
2023
Q2 | $3.03M | Sell |
120,151
-4,504
| -4% | -$113K | 0.02% | 386 |
|
|
2023
Q1 | $3.18M | Sell |
124,655
-20,635
| -14% | -$527K | 0.02% | 382 |
|
|
2022
Q4 | $3.66M | Sell |
145,290
-2,324
| -2% | -$58.6K | 0.02% | 374 |
|
|
2022
Q3 | $3.64M | Buy |
147,614
+6,153
| +4% | +$152K | 0.02% | 375 |
|
|
2022
Q2 | $3.59M | Sell |
141,461
-6,460
| -4% | -$164K | 0.02% | 394 |
|
|
2022
Q1 | $3.77M | Sell |
147,921
-2,001
| -1% | -$51K | 0.02% | 408 |
|
|
2021
Q4 | $4.03M | Buy |
+149,922
| New | +$4.03M | 0.02% | 408 |
|