LPL Financial
IBDJ

LPL Financial’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

LPL Financial’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
Q4 		– Sell
-187,656
Closed -$4.66M – 3129
2017
Q3 		$4.66M Buy
187,656
+8,913
+5% +$221K 0.02% 626
2017
Q2 		$4.44M Buy
178,743
+106,279
+147% +$2.64M 0.02% 600
2017
Q1 		$1.8M Buy
72,464
+33,245
+85% +$826K 0.01% 902
2016
Q4 		$975K Buy
39,219
+14,215
+57% +$354K 0.01% 1237
2016
Q3 		$623K Buy
25,004
+10,670
+74% +$266K 0.01% 1528
2016
Q2 		$357K Buy
+14,334
New +$357K ﹤0.01% 1943

LPL Financial's IBDJ Position: Q4 2017 in Review

LPL Financial sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 187,656 shares — an estimated $4.66M sold.

LPL Financial first reported a position in IBDJ in Q2 2016 and held it in 6 quarters. The position peaked at $4.66M in Q3 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • LPL Financial reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • LPL Financial sold 187,656 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $4.66M.
  • LPL Financial first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q2 2016 and held it in 6 quarters.
  • LPL Financial's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $4.66M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

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