Stephens Inc’s Invesco LadderRite 0-5 Year Corporate Bond ETF LDRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-23,500
Closed -$595K 1243
2019
Q4
$595K Hold
23,500
0.01% 683
2019
Q3
$594K Buy
+23,500
New +$594K 0.01% 704

Stephens Inc's LDRI Position: Q1 2020 in Review

Stephens Inc sold out of Invesco LadderRite 0-5 Year Corporate Bond ETF (LDRI) in Q1 2020, closing a stake of 23,500 shares — an estimated $595K sold.

Stephens Inc first reported a position in LDRI in Q3 2019 and held it in 2 quarters. The position peaked at $595K in Q4 2019. 0 funds tracked by Wall St. Rank hold LDRI as of Q1 2020.

  • Stephens Inc reported no remaining Invesco LadderRite 0-5 Year Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Stephens Inc sold 23,500 Invesco LadderRite 0-5 Year Corporate Bond ETF shares in Q1 2020, an estimated $595K.
  • Stephens Inc first reported a position in Invesco LadderRite 0-5 Year Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Stephens Inc's Invesco LadderRite 0-5 Year Corporate Bond ETF position peaked at $595K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco LadderRite 0-5 Year Corporate Bond ETF as of Q1 2020.

Based on Stephens Inc's 13F filing for Q1 2020, filed 14 May 2020.