United Capital Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

United Capital Financial Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$29.4M	Sell	556,731 -32,270	-5%	-$1.7M	0.24%	90
2025 Q1	$30.8M	Sell	589,001 -52,148	-8%	-$2.73M	0.26%	82
2024 Q4	$33.1M	Sell	641,149 -47,625	-7%	-$2.46M	0.28%	80
2024 Q3	$36.3M	Buy	688,774 +43,615	+7%	+$2.3M	0.3%	74
2024 Q2	$33.1M	Sell	645,159 -101,515	-14%	-$5.2M	0.28%	71
2024 Q1	$38.3M	Sell	746,674 -137,871	-16%	-$7.07M	0.32%	69
2023 Q4	$45.4M	Sell	884,545 -542,397	-38%	-$27.8M	0.38%	58
2023 Q3	$71.1M	Buy	1,426,942 +10,305	+0.7%	+$513K	0.47%	45
2023 Q2	$71.1M	Buy	1,416,637 +545,619	+63%	+$27.4M	0.39%	48
2023 Q1	$44M	Buy	871,018 +25,723	+3%	+$1.3M	0.25%	84
2022 Q4	$42.1M	Sell	845,295 -26,539	-3%	-$1.32M	0.24%	86
2022 Q3	$43M	Buy	871,834 +81,416	+10%	+$4.01M	0.25%	81
2022 Q2	$40M	Buy	790,418 +32,259	+4%	+$1.63M	0.22%	92
2022 Q1	$39.2M	Buy	758,159 +125,554	+20%	+$6.49M	0.19%	109
2021 Q4	$34.1M	Buy	632,605 +8,547	+1%	+$461K	0.16%	134
2021 Q3	$34.1M	Buy	624,058 +49,956	+9%	+$2.73M	0.17%	124
2021 Q2	$31.5M	Buy	574,102 +48,915	+9%	+$2.68M	0.16%	136
2021 Q1	$28.7M	Sell	525,187 -15,800	-3%	-$864K	0.16%	137
2020 Q4	$29.8M	Sell	540,987 -12,585	-2%	-$694K	0.18%	127
2020 Q3	$30.4M	Sell	553,572 -132,076	-19%	-$7.25M	0.2%	113
2020 Q2	$37.5M	Buy	685,648 +56,174	+9%	+$3.07M	0.27%	81
2020 Q1	$33M	Sell	629,474 -64,746	-9%	-$3.39M	0.27%	84
2019 Q4	$37.2M	Sell	694,220 -13,091	-2%	-$702K	0.24%	99
2019 Q3	$38M	Sell	707,311 -370,717	-34%	-$19.9M	0.27%	92
2019 Q2	$57.6M	Buy	1,078,028 +236,219	+28%	+$12.6M	0.38%	54
2019 Q1	$44.5M	Sell	841,809 -3,868	-0.5%	-$204K	0.31%	74
2018 Q4	$43.7M	Sell	845,677 -327,684	-28%	-$16.9M	0.35%	65
2018 Q3	$60.8M	Sell	1,173,361 -441,923	-27%	-$22.9M	0.43%	49
2018 Q2	$83.8M	Sell	1,615,284 -114,538	-7%	-$5.94M	0.62%	22
2018 Q1	$89.8M	Sell	1,729,822 -70,342	-4%	-$3.65M	0.68%	19
2017 Q4	$94.1M	Buy	1,800,164 +15,962	+0.9%	+$834K	0.74%	15
2017 Q3	$94M	Buy	1,784,202 +69,078	+4%	+$3.64M	0.8%	14
2017 Q2	$90.3M	Buy	1,715,124 +303,768	+22%	+$16M	0.81%	13
2017 Q1	$74.3M	Sell	1,411,356 -397,558	-22%	-$20.9M	0.69%	18
2016 Q4	$94.9M	Buy	1,808,914 +314,548	+21%	+$16.5M	0.92%	13
2016 Q3	$79M	Buy	1,494,366 +81,114	+6%	+$4.29M	0.77%	16
2016 Q2	$74.9M	Sell	1,413,252 -398,806	-22%	-$21.1M	0.76%	18
2016 Q1	$95.5M	Buy	1,812,058 +26,758	+1%	+$1.41M	1.05%	14
2015 Q4	$93.4M	Sell	1,785,300 -4,947,768	-73%	-$259M	1.07%	11
2015 Q3	$354M	Buy	6,733,068 +1,512,252	+29%	+$79.5M	4.25%	2
2015 Q2	$275M	Buy	5,220,816 +2,158,078	+70%	+$114M	3.18%	1
2015 Q1	$162M	Buy	3,062,738 +1,668,910	+120%	+$88.1M	1.98%	2
2014 Q4	$73.3M	Buy	1,393,828 +875,898	+169%	+$46.1M	1.1%	9
2014 Q3	$27.3M	Buy	517,930 +189,458	+58%	+$9.97M	0.47%	44
2014 Q2	$17.4M	Buy	328,472 +56,336	+21%	+$2.98M	0.32%	82
2014 Q1	$14.4M	Buy	272,136 +248,766	+1,064%	+$13.1M	0.31%	77
2013 Q4	$1.23M	Sell	23,370 -236,912	-91%	-$12.5M	0.04%	308
2013 Q3	$13.7M	Buy	260,282 +221,130	+565%	+$11.6M	0.44%	50
2013 Q2	$2.06M	Buy	+39,152	New	+$2.06M	0.05%	306