Ritholtz Wealth Management’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Ritholtz Wealth 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	-30,404	Closed	-$754K	–	116
2017 Q3	$754K	Sell	30,404 -2,654	-8%	-$65.9K	0.28%	30
2017 Q2	$822K	Buy	+33,058	New	+$821K	0.35%	26
2016 Q4	$746K	Buy	+30,016	New	+$747K	0.38%	33

Ritholtz Wealth Management's IBDJ Position: Q4 2017 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 30,404 shares — an estimated $754K sold.

Ritholtz Wealth Management first reported a position in IBDJ in Q4 2016 and held it in 3 quarters. The position peaked at $822K in Q2 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
Ritholtz Wealth Management sold 30,404 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $754K.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2016 and held it in 3 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $822K in Q2 2017.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Ritholtz Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.