LPL Financial
IBDA

LPL Financial’s ISHARES IBONDS MAR 2016 CORPORATE ETF IBDA Stock Holding History

LPL Financial’s Portfolio IBDA Stock Details IBDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,246
Closed -$327K – 3275
2015
Q4 		$327K Buy
+3,246
New +$327K ﹤0.01% 2477
2015
Q3 		– Sell
-3,065
Closed -$310K – 2972
2015
Q2 		$310K Sell
3,065
-242
-7% -$24.4K ﹤0.01% 2278
2015
Q1 		$335K Sell
3,307
-1,717
-34% -$173K ﹤0.01% 2154
2014
Q4 		$508K Buy
5,024
+1,779
+55% +$180K ﹤0.01% 1766
2014
Q3 		$328K Buy
3,245
+254
+8% +$25.7K ﹤0.01% 2102
2014
Q2 		$302K Buy
2,991
+452
+18% +$45.8K ﹤0.01% 2198
2014
Q1 		$257K Buy
2,539
+258
+11% +$26.1K ﹤0.01% 2250
2013
Q4 		$230K Buy
+2,281
New +$230K ﹤0.01% 2333

Other funds holding IBDA

WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

LPL Financial's IBDA Position: Q1 2016 in Review

LPL Financial sold out of ISHARES IBONDS MAR 2016 CORPORATE ETF (IBDA) in Q1 2016, closing a stake of 3,246 shares — an estimated $327K sold.

LPL Financial first reported a position in IBDA in Q4 2013 and held it in 8 quarters. The position peaked at $508K in Q4 2014. 1 fund tracked by Wall St. Rank holds IBDA as of Q1 2016.

  • LPL Financial reported no remaining ISHARES IBONDS MAR 2016 CORPORATE ETF position as of Q1 2016 after selling out during the quarter.
  • LPL Financial sold 3,246 ISHARES IBONDS MAR 2016 CORPORATE ETF shares in Q1 2016, an estimated $327K.
  • LPL Financial first reported a position in ISHARES IBONDS MAR 2016 CORPORATE ETF in Q4 2013 and held it in 8 quarters.
  • LPL Financial's ISHARES IBONDS MAR 2016 CORPORATE ETF position peaked at $508K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held ISHARES IBONDS MAR 2016 CORPORATE ETF as of Q1 2016.

Based on LPL Financial's 13F filing for Q1 2016, filed 16 May 2016.