LPL Financial
IBLN

LPL Financial’s Direxion iBillionaire Index ETF IBLN Stock Holding History

LPL Financial’s Portfolio IBLN Stock Details IBLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,061
Closed -$355K – 3299
2017
Q4 		$355K Sell
11,061
-650
-6% -$20.6K ﹤0.01% 2348
2017
Q3 		$358K Sell
11,711
-100
-0.8% -$3K ﹤0.01% 2222
2017
Q2 		$340K Sell
11,811
-500
-4% -$14.1K ﹤0.01% 2177
2017
Q1 		$336K Buy
12,311
+761
+7% +$20.5K ﹤0.01% 2120
2016
Q4 		$292K Sell
11,550
-190
-2% -$4.79K ﹤0.01% 2200
2016
Q3 		$295K Sell
11,740
-1,300
-10% -$32.9K ﹤0.01% 2136
2016
Q2 		$312K Sell
13,040
-19,452
-60% -$473K ﹤0.01% 2042
2016
Q1 		$780K Sell
32,492
-88
-0.3% -$2.02K ﹤0.01% 1852
2015
Q4 		$770K Buy
32,580
+15,990
+96% +$386K ﹤0.01% 1889
2015
Q3 		$395K Buy
16,590
+1,325
+9% +$33.1K ﹤0.01% 1993
2015
Q2 		$384K Buy
15,265
+775
+5% +$20.2K ﹤0.01% 2104
2015
Q1 		$372K Buy
14,490
+1,250
+9% +$32.2K ﹤0.01% 2073
2014
Q4 		$344K Sell
13,240
-100
-0.7% -$2.53K ﹤0.01% 2050
2014
Q3 		$332K Buy
+13,340
New +$341K ﹤0.01% 2089

Other funds holding IBLN

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial's IBLN Position: Q1 2018 in Review

LPL Financial sold out of Direxion iBillionaire Index ETF (IBLN) in Q1 2018, closing a stake of 11,061 shares — an estimated $355K sold.

LPL Financial first reported a position in IBLN in Q3 2014 and held it in 14 quarters. The position peaked at $780K in Q1 2016. 9 funds tracked by Wall St. Rank hold IBLN as of Q1 2018.

  • LPL Financial reported no remaining Direxion iBillionaire Index ETF position as of Q1 2018 after selling out during the quarter.
  • LPL Financial sold 11,061 Direxion iBillionaire Index ETF shares in Q1 2018, an estimated $355K.
  • LPL Financial first reported a position in Direxion iBillionaire Index ETF in Q3 2014 and held it in 14 quarters.
  • LPL Financial's Direxion iBillionaire Index ETF position peaked at $780K in Q1 2016.
  • 9 funds tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q1 2018.

Based on LPL Financial's 13F filing for Q1 2018, filed 15 May 2018.