GT
IBDJ

Glenview Trust’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Glenview Trust’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
Q2 		– Sell
-16,791
Closed -$417K – 323
2017
Q1 		$417K Buy
+16,791
New +$417K 0.03% 238

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 $1.02B AUM 14.02% 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 $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Glenview Trust's IBDJ Position: Q2 2017 in Review

Glenview Trust sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q2 2017, closing a stake of 16,791 shares — an estimated $417K sold.

Glenview Trust first reported a position in IBDJ in Q1 2017 and held it in 1 quarter. The position peaked at $417K in Q1 2017. 46 funds tracked by Wall St. Rank hold IBDJ as of Q2 2017.

  • Glenview Trust reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q2 2017 after selling out during the quarter.
  • Glenview Trust sold 16,791 iShares iBonds Dec 2017 Term Corporate ETF shares in Q2 2017, an estimated $417K.
  • Glenview Trust first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q1 2017 and held it in 1 quarter.
  • Glenview Trust's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $417K in Q1 2017.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q2 2017.

Based on Glenview Trust's 13F filing for Q2 2017, filed 11 Aug 2017.