FM
IBDJ

Foster & Motley’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Foster & Motley’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
Q1 		– Sell
-27,130
Closed -$675K – 192
2016
Q4 		$675K Hold
27,130
– – 0.13% 119
2016
Q3 		$675K Buy
+27,130
New +$676K 0.13% 124

Other funds holding IBDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foster & Motley's IBDJ Position: Q1 2017 in Review

Foster & Motley sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q1 2017, closing a stake of 27,130 shares — an estimated $675K sold.

Foster & Motley first reported a position in IBDJ in Q3 2016 and held it in 2 quarters. The position peaked at $675K in Q4 2016. 46 funds tracked by Wall St. Rank hold IBDJ as of Q1 2017.

  • Foster & Motley reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q1 2017 after selling out during the quarter.
  • Foster & Motley sold 27,130 iShares iBonds Dec 2017 Term Corporate ETF shares in Q1 2017, an estimated $675K.
  • Foster & Motley first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q3 2016 and held it in 2 quarters.
  • Foster & Motley's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $675K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q1 2017.

Based on Foster & Motley's 13F filing for Q1 2017, filed 24 Apr 2017.