Advocacy Wealth Management Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Advocacy Wealth Management Services’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500	Closed	-$27K	–	125
2019 Q4	$27K	Hold	500	–	–	0.01%	79
2019 Q3	$27K	Hold	500	–	–	0.02%	78
2019 Q2	$27K	Buy	+500	New	+$26.4K	0.02%	79
2017 Q4	–	Sell	-326	Closed	-$17K	–	234
2017 Q3	$17K	Hold	326	–	–	0.01%	145
2017 Q2	$17K	Hold	326	–	–	0.01%	149
2017 Q1	$17K	Sell	326 -24	-7%	-$1.26K	0.01%	162
2016 Q4	$18K	Buy	+350	New	+$18.4K	0.01%	150

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advocacy Wealth Management Services's IGSB Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2020, closing a stake of 500 shares — an estimated $27K sold.

Advocacy Wealth Management Services first reported a position in IGSB in Q4 2016 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 662 funds tracked by Wall St. Rank hold IGSB as of Q1 2020.

Advocacy Wealth Management Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $27K.
Advocacy Wealth Management Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27K in Q4 2019.
662 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.