Stratos Wealth 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
-9,100
Closed -$226K 2883
2017
Q3
$226K Sell
9,100
-1,700
-16% -$42.2K 0.01% 805
2017
Q2
$268K Hold
10,800
0.01% 675
2017
Q1
$268K Buy
+10,800
New +$268K 0.02% 612

Stratos Wealth Partners's IBDJ Position: Q4 2017 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 9,100 shares — an estimated $226K sold.

Stratos Wealth Partners first reported a position in IBDJ in Q1 2017 and held it in 3 quarters. The position peaked at $268K in Q2 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,100 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $226K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q1 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $268K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

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