UCFA
IBMS

United Capital Financial Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

United Capital Financial Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$366K Buy
14,281
+6,320
+79% +$162K ﹤0.01% 859
2025
Q1 		$202K Buy
+7,961
New +$202K ﹤0.01% 1004