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

LPL Financial’s Portfolio INC Stock Details INC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20,350	Closed	-$2.04M	–	3320
2017 Q4	$2.04M	Buy	20,350 +5,358	+36%	+$537K	0.01%	1046
2017 Q3	$1.51M	Buy	14,992 +3,941	+36%	+$397K	0.01%	1150
2017 Q2	$1.11M	Buy	11,051 +6,132	+125%	+$616K	﹤0.01%	1306
2017 Q1	$490K	Buy	4,919 +2,238	+83%	+$223K	﹤0.01%	1823
2016 Q4	$266K	Buy	+2,681	New	+$266K	﹤0.01%	2272

Other funds holding INC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's INC Position: Q1 2018 in Review

LPL Financial sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 20,350 shares — an estimated $2.04M sold.

LPL Financial first reported a position in INC in Q4 2016 and held it in 5 quarters. The position peaked at $2.04M in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

LPL Financial reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
LPL Financial sold 20,350 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $2.04M.
LPL Financial first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q4 2016 and held it in 5 quarters.
LPL Financial's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $2.04M in Q4 2017.
1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

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