UCFA
IBTE

United Capital Financial Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

United Capital Financial Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,475
Closed -$635K – 1107
2024
Q3 		$635K Buy
26,475
+3,330
+14% +$79.9K 0.01% 665
2024
Q2 		$555K Sell
23,145
-13,591
-37% -$326K ﹤0.01% 676
2024
Q1 		$879K Buy
36,736
+24,175
+192% +$579K 0.01% 583
2023
Q4 		$300K Buy
+12,561
New +$300K ﹤0.01% 864