FIM
BSJG

Freedom Investment Management’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Freedom Investment Management’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-75,269
Closed -$1.94M – 1094
2016
Q3 		$1.94M Sell
75,269
-7,077
-9% -$183K 0.12% 98
2016
Q2 		$2.13M Buy
82,346
+21,313
+35% +$550K 0.14% 75
2016
Q1 		$1.58M Buy
61,033
+8,652
+17% +$222K 0.11% 116
2015
Q4 		$1.35M Sell
52,381
-63,924
-55% -$1.66M 0.1% 150
2015
Q3 		$1.6M Buy
+116,305
New +$3.04M 0.16% 88

Other funds holding BSJG

LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return

Freedom Investment Management's BSJG Position: Q4 2016 in Review

Freedom Investment Management sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q4 2016, closing a stake of 75,269 shares — an estimated $1.94M sold.

Freedom Investment Management first reported a position in BSJG in Q3 2015 and held it in 5 quarters. The position peaked at $2.13M in Q2 2016. 2 funds tracked by Wall St. Rank hold BSJG as of Q4 2016.

  • Freedom Investment Management reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 75,269 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $1.94M.
  • Freedom Investment Management first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q3 2015 and held it in 5 quarters.
  • Freedom Investment Management's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $2.13M in Q2 2016.
  • 2 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.