Butensky & Cohen Financial Security’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Butensky & Cohen Financial Security’s Portfolio IBDJ Stock Details IBDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-52	Closed	-$1K	–	136
2017 Q2	$1K	Hold	52	–	–	﹤0.01%	134
2017 Q1	$1K	Hold	52	–	–	﹤0.01%	130
2016 Q4	$1K	Hold	52	–	–	﹤0.01%	128
2016 Q3	$1K	Hold	52	–	–	﹤0.01%	127
2016 Q2	$1K	Buy	52 +22	+73%	+$548	﹤0.01%	122
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	125
2015 Q4	$1K	Buy	+30	New	+$746	﹤0.01%	191

Other funds holding IBDJ

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Butensky & Cohen Financial Security's IBDJ Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q3 2017, closing a stake of 52 shares — an estimated $1K sold.

Butensky & Cohen Financial Security first reported a position in IBDJ in Q4 2015 and held it in 7 quarters. The position peaked at $1K in Q2 2017. 40 funds tracked by Wall St. Rank hold IBDJ as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 52 iShares iBonds Dec 2017 Term Corporate ETF shares in Q3 2017, an estimated $1K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2015 and held it in 7 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $1K in Q2 2017.
40 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.