United Capital Financial Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,110
| Closed | -$207K | – | 1186 |
|
|
2021
Q4 | $207K | Hold |
4,110
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q3 | $210K | Hold |
4,110
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q2 | $211K | Hold |
4,110
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q1 | $210K | Hold |
4,110
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q4 | $215K | Hold |
4,110
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q3 | $215K | Hold |
4,110
| – | – | ﹤0.01% | 1052 |
|
|
2020
Q2 | $215K | Hold |
4,110
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q1 | $211K | Hold |
4,110
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q4 | $208K | Hold |
4,110
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q3 | $209K | Buy |
+4,110
| New | +$209K | ﹤0.01% | 1168 |
|