C-J Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

C-J Advisory’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
2019 Q1	–	Sell	-32	Closed	-$2K	–	185
2018 Q4	$2K	Hold	32	–	–	﹤0.01%	151
2018 Q3	$2K	Hold	32	–	–	﹤0.01%	164
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	164
2018 Q1	$2K	Hold	32	–	–	﹤0.01%	154
2017 Q4	$2K	Hold	32	–	–	﹤0.01%	146
2017 Q3	$2K	Hold	32	–	–	﹤0.01%	133
2017 Q2	$2K	Buy	32 +2	+7%	+$105	﹤0.01%	129
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	125
2016 Q4	$2K	Hold	30	–	–	﹤0.01%	123
2016 Q3	$2K	Buy	+30	New	+$1.59K	﹤0.01%	123

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

C-J Advisory's IGSB Position: Q1 2019 in Review

C-J Advisory sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 32 shares — an estimated $2K sold.

C-J Advisory first reported a position in IGSB in Q3 2016 and held it in 10 quarters. The position peaked at $2K in Q4 2018. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

C-J Advisory reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
C-J Advisory sold 32 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $2K.
C-J Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and held it in 10 quarters.
C-J Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2K in Q4 2018.
578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on C-J Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.