Stratos Wealth Partners’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Stratos Wealth Partners’s Portfolio INC Stock Details INC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-15,244	Closed	-$1.53M	–	3351
2017 Q4	$1.53M	Sell	15,244 -3,409	-18%	-$341K	0.07%	273
2017 Q3	$1.88M	Sell	18,653 -4,864	-21%	-$491K	0.09%	225
2017 Q2	$2.36M	Sell	23,517 -4,176	-15%	-$420K	0.12%	169
2017 Q1	$2.76M	Sell	27,693 -6,717	-20%	-$669K	0.16%	135
2016 Q4	$3.41M	Buy	34,410 +9,315	+37%	+$923K	0.21%	104
2016 Q3	$2.54M	Buy	+25,095	New	+$2.54M	0.17%	120

Other funds holding INC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stratos Wealth Partners's INC Position: Q1 2018 in Review

Stratos Wealth Partners sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 15,244 shares — an estimated $1.53M sold.

Stratos Wealth Partners first reported a position in INC in Q3 2016 and held it in 6 quarters. The position peaked at $3.41M in Q4 2016. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

Stratos Wealth Partners reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
Stratos Wealth Partners sold 15,244 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $1.53M.
Stratos Wealth Partners first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q3 2016 and held it in 6 quarters.
Stratos Wealth Partners's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $3.41M in Q4 2016.
1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.