Wolf Group Capital Advisors’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Wolf Group Capital Advisors’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 Q3	–	Sell	-12,350	Closed	-$307K	–	102
2017 Q2	$307K	Hold	12,350	–	–	0.24%	72
2017 Q1	$307K	Hold	12,350	–	–	0.2%	81
2016 Q4	$307K	Buy	12,350 +2,995	+32%	+$74.5K	0.21%	88
2016 Q3	$233K	Buy	+9,355	New	+$233K	0.16%	94

Other funds holding IBDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolf Group Capital Advisors's IBDJ Position: Q3 2017 in Review

Wolf Group Capital Advisors sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q3 2017, closing a stake of 12,350 shares — an estimated $307K sold.

Wolf Group Capital Advisors first reported a position in IBDJ in Q3 2016 and held it in 4 quarters. The position peaked at $307K in Q2 2017. 40 funds tracked by Wall St. Rank hold IBDJ as of Q3 2017.

Wolf Group Capital Advisors reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Wolf Group Capital Advisors sold 12,350 iShares iBonds Dec 2017 Term Corporate ETF shares in Q3 2017, an estimated $307K.
Wolf Group Capital Advisors first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q3 2016 and held it in 4 quarters.
Wolf Group Capital Advisors's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $307K in Q2 2017.
40 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q3 2017.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.