WIC
IBDJ

Whitegate Investment Counselors’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Whitegate Investment Counselors’s Portfolio IBDJ Stock Details IBDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,200
Closed -$278K – 183
2017
Q3 		$278K Hold
11,200
– – 0.06% 156
2017
Q2 		$278K Hold
11,200
– – 0.06% 153
2017
Q1 		$278K Hold
11,200
– – 0.07% 153
2016
Q4 		$279K Hold
11,200
– – 0.07% 140
2016
Q3 		$279K Hold
11,200
– – 0.08% 138
2016
Q2 		$280K Buy
+11,200
New +$279K 0.08% 132

Whitegate Investment Counselors's IBDJ Position: Q4 2017 in Review

Whitegate Investment Counselors sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 11,200 shares — an estimated $278K sold.

Whitegate Investment Counselors first reported a position in IBDJ in Q2 2016 and held it in 6 quarters. The position peaked at $280K in Q2 2016. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Whitegate Investment Counselors reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Whitegate Investment Counselors sold 11,200 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $278K.
  • Whitegate Investment Counselors first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q2 2016 and held it in 6 quarters.
  • Whitegate Investment Counselors's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $280K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Whitegate Investment Counselors's 13F filing for Q4 2017, filed 24 Jan 2018.