LPL Financial
BSJH

LPL Financial’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

LPL Financial’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-101,276
Closed -$2.6M – 3113
2017
Q3 		$2.6M Sell
101,276
-13,109
-11% -$337K 0.01% 857
2017
Q2 		$2.94M Sell
114,385
-11,849
-9% -$305K 0.01% 751
2017
Q1 		$3.24M Sell
126,234
-20,237
-14% -$522K 0.02% 598
2016
Q4 		$3.79M Buy
146,471
+404
+0.3% +$10.4K 0.03% 521
2016
Q3 		$3.77M Sell
146,067
-582
-0.4% -$15.1K 0.04% 485
2016
Q2 		$3.78M Sell
146,649
-125,461
-46% -$3.22M 0.03% 471
2016
Q1 		$6.9M Buy
272,110
+84,028
+45% +$2.1M 0.02% 572
2015
Q4 		$4.7M Buy
188,082
+98,130
+109% +$2.5M 0.01% 744
2015
Q3 		$2.29M Buy
89,952
+42,522
+90% +$1.1M 0.01% 788
2015
Q2 		$1.25M Buy
47,430
+2,348
+5% +$62.3K 0.01% 1202
2015
Q1 		$1.19M Buy
45,082
+21,321
+90% +$561K 0.01% 1235
2014
Q4 		$617K Buy
23,761
+1,422
+6% +$37.7K ﹤0.01% 1621
2014
Q3 		$595K Buy
22,339
+1,284
+6% +$34.8K ﹤0.01% 1650
2014
Q2 		$581K Sell
21,055
-176,179
-89% -$4.85M ﹤0.01% 1705
2014
Q1 		$5.43M Buy
197,234
+33,735
+21% +$922K 0.03% 409
2013
Q4 		$4.43M Buy
163,499
+10,682
+7% +$289K 0.03% 479
2013
Q3 		$4.09M Buy
152,817
+22,038
+17% +$585K 0.03% 480
2013
Q2 		$3.42M Buy
+130,779
New +$3.51M 0.02% 504

Other funds holding BSJH

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial's BSJH Position: Q4 2017 in Review

LPL Financial sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 101,276 shares — an estimated $2.6M sold.

LPL Financial first reported a position in BSJH in Q2 2013 and held it in 18 quarters. The position peaked at $6.9M in Q1 2016. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

  • LPL Financial reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • LPL Financial sold 101,276 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $2.6M.
  • LPL Financial first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2013 and held it in 18 quarters.
  • LPL Financial's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $6.9M in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.