MCM
IBDJ

MV Capital Management’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

MV Capital Management’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
-213,340
Closed -$5.29M – 387
2017
Q3 		$5.29M Buy
213,340
+28,551
+15% +$709K 1.49% 16
2017
Q2 		$4.59M Buy
184,789
+48,856
+36% +$1.21M 1.36% 17
2017
Q1 		$3.38M Buy
135,933
+132,516
+3,878% +$3.29M 1.06% 23
2016
Q4 		$85K Buy
+3,417
New +$85K 0.03% 133

MV Capital Management's IBDJ Position: Q4 2017 in Review

MV Capital Management sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 213,340 shares — an estimated $5.29M sold.

MV Capital Management first reported a position in IBDJ in Q4 2016 and held it in 4 quarters. The position peaked at $5.29M in Q3 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • MV Capital Management reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • MV Capital Management sold 213,340 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $5.29M.
  • MV Capital Management first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2016 and held it in 4 quarters.
  • MV Capital Management's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $5.29M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on MV Capital Management's 13F filing for Q4 2017, filed 5 Mar 2018.