SFS
IBDJ

Sowell Financial Services’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Sowell Financial Services’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
-16,301
Closed -$404K – 285
2017
Q3 		$404K Sell
16,301
-22,403
-58% -$556K 0.11% 160
2017
Q2 		$961K Buy
38,704
+3,281
+9% +$81.5K 0.27% 84
2017
Q1 		$880K Buy
35,423
+1,205
+4% +$29.9K 0.26% 89
2016
Q4 		$850K Buy
+34,218
New +$852K 0.28% 86

Sowell Financial Services's IBDJ Position: Q4 2017 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 16,301 shares — an estimated $404K sold.

Sowell Financial Services first reported a position in IBDJ in Q4 2016 and held it in 4 quarters. The position peaked at $961K in Q2 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Sowell Financial Services sold 16,301 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $404K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2016 and held it in 4 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $961K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Sowell Financial Services's 13F filing for Q4 2017, filed 29 Jan 2018.