United Capital Financial Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
109,726
-266
| -0.2% | -$6.74K | 0.02% | 378 |
|
|
2025
Q1 | $2.78M | Buy |
109,992
+17,211
| +19% | +$435K | 0.02% | 360 |
|
|
2024
Q4 | $2.33M | Buy |
92,781
+6,442
| +7% | +$162K | 0.02% | 385 |
|
|
2024
Q3 | $2.2M | Sell |
86,339
-1,847
| -2% | -$47K | 0.02% | 397 |
|
|
2024
Q2 | $2.21M | Sell |
88,186
-5,930
| -6% | -$148K | 0.02% | 379 |
|
|
2024
Q1 | $2.37M | Sell |
94,116
-14,807
| -14% | -$373K | 0.02% | 396 |
|
|
2023
Q4 | $2.77M | Sell |
108,923
-13,012
| -11% | -$331K | 0.02% | 366 |
|
|
2023
Q3 | $2.98M | Buy |
121,935
+1,526
| +1% | +$37.4K | 0.02% | 372 |
|
|
2023
Q2 | $3.02M | Sell |
120,409
-4,988
| -4% | -$125K | 0.02% | 387 |
|
|
2023
Q1 | $3.19M | Sell |
125,397
-12,207
| -9% | -$311K | 0.02% | 381 |
|
|
2022
Q4 | $3.45M | Buy |
+137,604
| New | +$3.45M | 0.02% | 385 |
|