Advisor Group’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Advisor Group’s Portfolio INC Stock Details INC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,874	Closed	-$388K	–	5270
2017 Q4	$388K	Buy	3,874 +117	+3%	+$11.7K	0.01%	1494
2017 Q3	$379K	Buy	3,757 +635	+20%	+$64.1K	0.01%	1374
2017 Q2	$314K	Buy	3,122 +265	+9%	+$26.7K	0.01%	1452
2017 Q1	$285K	Sell	2,857 -427	-13%	-$42.6K	0.01%	1414
2016 Q4	$326K	Buy	3,284 +949	+41%	+$94.2K	0.01%	1256
2016 Q3	$236K	Sell	2,335 -300	-11%	-$30.3K	0.01%	1416
2016 Q2	$264K	Buy	+2,635	New	+$261K	0.01%	1263

Other funds holding INC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisor Group's INC Position: Q1 2018 in Review

Advisor Group sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 3,874 shares — an estimated $388K sold.

Advisor Group first reported a position in INC in Q2 2016 and held it in 7 quarters. The position peaked at $388K in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

Advisor Group reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
Advisor Group sold 3,874 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $388K.
Advisor Group first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q2 2016 and held it in 7 quarters.
Advisor Group's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $388K in Q4 2017.
1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.