Braun-Bostich & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Braun-Bostich & Associates’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 Q3	–	Sell	-390	Closed	-$21K	–	287
2020 Q2	$21K	Hold	390	–	–	0.02%	164
2020 Q1	$20K	Hold	390	–	–	0.03%	161
2019 Q4	$21K	Buy	+390	New	+$20.9K	0.02%	192
2019 Q3	–	Sell	-390	Closed	-$21K	–	189
2019 Q2	$21K	Sell	390 -524	-57%	-$27.7K	0.02%	234
2019 Q1	$48K	Sell	914 -534	-37%	-$27.9K	0.05%	198
2018 Q4	$75K	Hold	1,448	–	–	0.08%	155
2018 Q3	$75K	Sell	1,448 -1,054	-42%	-$54.7K	0.07%	158
2018 Q2	$130K	Sell	2,502 -466	-16%	-$24.2K	0.13%	109
2018 Q1	$154K	Buy	2,968 +2,314	+354%	+$120K	0.13%	113
2017 Q4	$34K	Buy	+654	New	+$34.3K	0.03%	195

Other funds holding IGSB

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

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Braun-Bostich & Associates's IGSB Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2020, closing a stake of 390 shares — an estimated $21K sold.

Braun-Bostich & Associates first reported a position in IGSB in Q4 2017 and held it in 10 quarters. The position peaked at $154K in Q1 2018. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

Braun-Bostich & Associates reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 390 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $21K.
Braun-Bostich & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
Braun-Bostich & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $154K in Q1 2018.
788 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.