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Proficio Capital Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Proficio Capital Partners’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-620
Closed -$15K – 1306
2018
Q1 		$15K Buy
+620
New +$15K ﹤0.01% 677

Other funds holding IBDS

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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Proficio Capital Partners's IBDS Position: Q2 2018 in Review

Proficio Capital Partners sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2018, closing a stake of 620 shares — an estimated $15K sold.

Proficio Capital Partners first reported a position in IBDS in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 27 funds tracked by Wall St. Rank hold IBDS as of Q2 2018.

  • Proficio Capital Partners reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 620 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2018, an estimated $15K.
  • Proficio Capital Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2018 and held it in 1 quarter.
  • Proficio Capital Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $15K in Q1 2018.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.