United Capital Financial Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
107,202
+66
| +0.1% | +$1.68K | 0.02% | 384 |
|
|
2025
Q1 | $2.71M | Buy |
107,136
+16,997
| +19% | +$430K | 0.02% | 367 |
|
|
2024
Q4 | $2.27M | Buy |
90,139
+6,167
| +7% | +$155K | 0.02% | 395 |
|
|
2024
Q3 | $2.15M | Sell |
83,972
-1,825
| -2% | -$46.8K | 0.02% | 403 |
|
|
2024
Q2 | $2.15M | Sell |
85,797
-5,345
| -6% | -$134K | 0.02% | 382 |
|
|
2024
Q1 | $2.3M | Sell |
91,142
-14,904
| -14% | -$377K | 0.02% | 401 |
|
|
2023
Q4 | $2.71M | Buy |
+106,046
| New | +$2.71M | 0.02% | 371 |
|