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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$673K	Buy
2025 Q2	$366K	Buy
2025 Q1	$202K	Buy