IFP Advisors’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-125
Closed -$13K 4315
2018
Q1
$13K Hold
125
﹤0.01% 2658
2017
Q4
$13K Hold
125
﹤0.01% 2695
2017
Q3
$13K Hold
125
﹤0.01% 2910
2017
Q2
$13K Buy
+125
New +$13K ﹤0.01% 2884

IFP Advisors's INC Position: Q2 2018 in Review

IFP Advisors sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q2 2018, closing a stake of 125 shares — an estimated $13K sold.

IFP Advisors first reported a position in INC in Q2 2017 and held it in 4 quarters. The position peaked at $13K in Q1 2018. 0 funds tracked by Wall St. Rank hold INC as of Q2 2018.

  • IFP Advisors reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 125 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q2 2018, an estimated $13K.
  • IFP Advisors first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q2 2017 and held it in 4 quarters.
  • IFP Advisors's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $13K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.