CFD
IBDJ

Creative Financial Designs’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Creative Financial Designs’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
-8
Closed – – 864
2017
Q2 		$0 Hold
8
– – ﹤0.01% 883
2017
Q1 		$0 Buy
+8
New +$199 ﹤0.01% 922

Other funds holding IBDJ

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Financial Designs's IBDJ Position: Q3 2017 in Review

Creative Financial Designs sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q3 2017, closing a stake of 8 shares.

Creative Financial Designs first reported a position in IBDJ in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 40 funds tracked by Wall St. Rank hold IBDJ as of Q3 2017.

  • Creative Financial Designs reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Financial Designs sold 8 iShares iBonds Dec 2017 Term Corporate ETF shares in Q3 2017.
  • Creative Financial Designs first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q1 2017 and held it in 2 quarters.
  • Creative Financial Designs's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $0 in Q2 2017.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q3 2017.

Based on Creative Financial Designs's 13F filing for Q3 2017, filed 2 May 2018.