Proficio Capital Partners’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,407
Closed -$60K 1378
2017
Q3
$60K Hold
2,407
0.02% 345
2017
Q2
$60K Hold
2,407
0.02% 345
2017
Q1
$60K Hold
2,407
0.03% 347
2016
Q4
$60K Hold
2,407
0.03% 238
2016
Q3
$60K Hold
2,407
0.03% 241
2016
Q2
$60K Hold
2,407
0.04% 239
2016
Q1
$60K Hold
2,407
0.05% 192
2015
Q4
$60K Buy
+2,407
New +$59.9K 0.06% 124

Proficio Capital Partners's IBDJ Position: Q4 2017 in Review

Proficio Capital Partners sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 2,407 shares — an estimated $60K sold.

Proficio Capital Partners first reported a position in IBDJ in Q4 2015 and held it in 8 quarters. The position peaked at $60K in Q3 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Proficio Capital Partners reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 2,407 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $60K.
  • Proficio Capital Partners first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2015 and held it in 8 quarters.
  • Proficio Capital Partners's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $60K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Proficio Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.