Vicus 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
-56,713
Closed -$1.41M 248
2017
Q3
$1.41M Sell
56,713
-4,122
-7% -$102K 0.27% 73
2017
Q2
$1.51M Buy
60,835
+2,876
+5% +$71.4K 0.31% 68
2017
Q1
$1.44M Buy
57,959
+37,149
+179% +$923K 0.31% 70
2016
Q4
$518K Buy
+20,810
New +$518K 0.12% 138

Vicus Capital's IBDJ Position: Q4 2017 in Review

Vicus Capital sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 56,713 shares — an estimated $1.41M sold.

Vicus Capital first reported a position in IBDJ in Q4 2016 and held it in 4 quarters. The position peaked at $1.51M in Q2 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Vicus Capital reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Vicus Capital sold 56,713 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $1.41M.
  • Vicus Capital first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q4 2016 and held it in 4 quarters.
  • Vicus Capital's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $1.51M in Q2 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Vicus Capital's 13F filing for Q4 2017, filed 25 Jan 2018.