United Capital Financial Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.49M	Buy	98,702 +1,691	+2%	+$42.7K	0.02%	397
2025 Q1	$2.43M	Buy	97,011 +20,648	+27%	+$517K	0.02%	384
2024 Q4	$1.91M	Buy	+76,363	New	+$1.91M	0.02%	422