MFS
IBDJ

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

MSI Financial Services’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
2016
Q4 		$20K Hold
802
– – ﹤0.01% 2408
2016
Q3 		$20K Hold
802
– – ﹤0.01% 2399
2016
Q2 		$20K Hold
802
– – ﹤0.01% 2364
2016
Q1 		$20K Buy
+802
New +$19.9K ﹤0.01% 2326

Other funds holding IBDJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSI Financial Services's IBDJ Position: Q4 2016 in Review

MSI Financial Services held its iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) position steady in Q4 2016 at 802 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

MSI Financial Services first reported a position in IBDJ in Q1 2016 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IBDJ as of Q4 2016.

  • MSI Financial Services held 802 shares of iShares iBonds Dec 2017 Term Corporate ETF worth $20K as of Q4 2016.
  • MSI Financial Services left its iShares iBonds Dec 2017 Term Corporate ETF share count unchanged in Q4 2016.
  • iShares iBonds Dec 2017 Term Corporate ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2408 holding.
  • MSI Financial Services first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q1 2016 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.