Telemus Capital’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
-79,421
Closed -$1.97M 618
2017
Q3
$1.97M Sell
79,421
-7,141
-8% -$177K 0.22% 78
2017
Q2
$2.15M Sell
86,562
-1,000
-1% -$24.8K 0.22% 81
2017
Q1
$2.18M Sell
87,562
-28,883
-25% -$718K 0.23% 76
2016
Q4
$2.9M Sell
116,445
-31,950
-22% -$795K 0.39% 63
2016
Q3
$3.69M Sell
148,395
-2,150
-1% -$53.6K 0.41% 47
2016
Q2
$3.76M Buy
+150,545
New +$3.75M 0.47% 41

Telemus Capital's IBDJ Position: Q4 2017 in Review

Telemus Capital sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 79,421 shares — an estimated $1.97M sold.

Telemus Capital first reported a position in IBDJ in Q2 2016 and held it in 6 quarters. The position peaked at $3.76M in Q2 2016. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Telemus Capital reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Telemus Capital sold 79,421 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $1.97M.
  • Telemus Capital first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q2 2016 and held it in 6 quarters.
  • Telemus Capital's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $3.76M in Q2 2016.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Telemus Capital's 13F filing for Q4 2017, filed 2 Feb 2018.