United Capital Financial Advisors’s iShares 1-3 Year International Treasury Bond ETF IGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,065
| Closed | -$200K | – | 1353 |
|
|
2018
Q2 | $200K | Sell |
4,065
-330
| -8% | -$16.2K | ﹤0.01% | 1228 |
|
|
2018
Q1 | $227K | Hold |
4,395
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q4 | $219K | Buy |
+4,395
| New | +$219K | ﹤0.01% | 1214 |
|
|
2016
Q3 | – | Sell |
-283,128
| Closed | -$14.2M | – | 1286 |
|
|
2016
Q2 | $14.2M | Sell |
283,128
-64,214
| -18% | -$3.21M | 0.14% | 160 |
|
|
2016
Q1 | $16.9M | Buy |
347,342
+58,608
| +20% | +$2.85M | 0.19% | 112 |
|
|
2015
Q4 | $12.9M | Buy |
288,734
+24,146
| +9% | +$1.08M | 0.15% | 150 |
|
|
2015
Q3 | $12M | Buy |
264,588
+72,128
| +37% | +$3.28M | 0.14% | 157 |
|
|
2015
Q2 | $8.64M | Buy |
192,460
+24,336
| +14% | +$1.09M | 0.1% | 241 |
|
|
2015
Q1 | $7.87M | Buy |
168,124
+14,582
| +9% | +$682K | 0.1% | 262 |
|
|
2014
Q4 | $7.43M | Buy |
153,542
+112,702
| +276% | +$5.45M | 0.11% | 210 |
|
|
2014
Q3 | $2.03M | Buy |
40,840
+5,430
| +15% | +$270K | 0.04% | 435 |
|
|
2014
Q2 | $1.86M | Buy |
35,410
+5,546
| +19% | +$292K | 0.03% | 428 |
|
|
2014
Q1 | $1.54M | Buy |
+29,864
| New | +$1.54M | 0.03% | 405 |
|
|
2013
Q4 | – | Sell |
-24,978
| Closed | -$1.26M | – | 702 |
|
|
2013
Q3 | $1.26M | Sell |
24,978
-2,662
| -10% | -$134K | 0.04% | 313 |
|
|
2013
Q2 | $1.33M | Buy |
+27,640
| New | +$1.33M | 0.04% | 368 |
|