United Capital Financial Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,110	Closed	-$207K	–	1193
2021 Q4	$207K	Hold	4,110	–	–	﹤0.01%	1146
2021 Q3	$210K	Hold	4,110	–	–	﹤0.01%	1129
2021 Q2	$211K	Hold	4,110	–	–	﹤0.01%	1148
2021 Q1	$210K	Hold	4,110	–	–	﹤0.01%	1104
2020 Q4	$215K	Hold	4,110	–	–	﹤0.01%	1107
2020 Q3	$215K	Hold	4,110	–	–	﹤0.01%	1056
2020 Q2	$215K	Hold	4,110	–	–	﹤0.01%	1087
2020 Q1	$211K	Hold	4,110	–	–	﹤0.01%	1054
2019 Q4	$208K	Hold	4,110	–	–	﹤0.01%	1270
2019 Q3	$209K	Buy	+4,110	New	+$208K	﹤0.01%	1181

Other funds holding IMTB

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's IMTB Position: Q1 2022 in Review

United Capital Financial Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2022, closing a stake of 4,110 shares — an estimated $207K sold.

United Capital Financial Advisors first reported a position in IMTB in Q3 2019 and held it in 10 quarters. The position peaked at $215K in Q4 2020. 41 funds tracked by Wall St. Rank hold IMTB as of Q1 2022.

United Capital Financial Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 4,110 iShares Core 5-10 Year USD Bond ETF shares in Q1 2022, an estimated $207K.
United Capital Financial Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2019 and held it in 10 quarters.
United Capital Financial Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $215K in Q4 2020.
41 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.