Cambridge Investment Research Advisors’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Cambridge Investment Research Advisors’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	-5,552	Closed	-$556K	–	2303
2017 Q4	$556K	Sell	5,552 -20,033	-78%	-$2.01M	0.01%	1264
2017 Q3	$2.58M	Sell	25,585 -600	-2%	-$60.5K	0.03%	453
2017 Q2	$2.63M	Buy	26,185 +935	+4%	+$93.9K	0.04%	419
2017 Q1	$2.52M	Buy	25,250 +8,351	+49%	+$832K	0.04%	387
2016 Q4	$1.68M	Buy	+16,899	New	+$1.68M	0.03%	486

Other funds holding INC

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

Cambridge Investment Research Advisors's INC Position: Q1 2018 in Review

Cambridge Investment Research Advisors sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 5,552 shares — an estimated $556K sold.

Cambridge Investment Research Advisors first reported a position in INC in Q4 2016 and held it in 5 quarters. The position peaked at $2.63M in Q2 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

Cambridge Investment Research Advisors reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 5,552 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $556K.
Cambridge Investment Research Advisors first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q4 2016 and held it in 5 quarters.
Cambridge Investment Research Advisors's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $2.63M in Q2 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 Cambridge Investment Research Advisors's 13F filing for Q1 2018, filed 9 May 2018.