FIM
IBDJ

Freedom Investment Management’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Freedom Investment Management’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
-60,131
Closed -$1.49M – 1199
2017
Q2 		$1.49M Buy
60,131
+5,251
+10% +$130K 0.09% 188
2017
Q1 		$1.36M Buy
54,880
+4,020
+8% +$99.9K 0.08% 207
2016
Q4 		$1.26M Buy
+50,860
New +$1.27M 0.08% 188

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

Freedom Investment Management's IBDJ Position: Q3 2017 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q3 2017, closing a stake of 60,131 shares — an estimated $1.49M sold.

Freedom Investment Management first reported a position in IBDJ in Q4 2016 and held it in 3 quarters. The position peaked at $1.49M in Q2 2017. 40 funds tracked by Wall St. Rank hold IBDJ as of Q3 2017.

  • Freedom Investment Management reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 60,131 iShares iBonds Dec 2017 Term Corporate ETF shares in Q3 2017, an estimated $1.49M.
  • Freedom Investment Management first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2016 and held it in 3 quarters.
  • Freedom Investment Management's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $1.49M in Q2 2017.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.