PFGIA
IBDJ

Patriot Financial Group Insurance Agency’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IBDJ Stock Details IBDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-25,727
Closed -$638K – 981
2017
Q3 		$638K Buy
25,727
+2,545
+11% +$63.1K 0.57% 27
2017
Q2 		$576K Buy
23,182
+516
+2% +$12.8K 0.6% 26
2017
Q1 		$562K Buy
22,666
+719
+3% +$17.8K 0.59% 24
2016
Q4 		$546K Buy
+21,947
New +$546K 0.75% 20