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

Claraphi Advisory Network’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 Q2	–	Sell	-3,205	Closed	-$168K	–	707
2020 Q1	$168K	Buy	+3,205	New	+$171K	0.08%	226
2019 Q4	–	Sell	-130	Closed	-$7K	–	293
2019 Q3	$7K	Buy	+130	New	+$6.96K	﹤0.01%	345

Other funds holding IGSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MMI

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Claraphi Advisory Network's IGSB Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2020, closing a stake of 3,205 shares — an estimated $168K sold.

Claraphi Advisory Network first reported a position in IGSB in Q3 2019 and held it in 2 quarters. The position peaked at $168K in Q1 2020. 763 funds tracked by Wall St. Rank hold IGSB as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 3,205 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $168K.
Claraphi Advisory Network first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $168K in Q1 2020.
763 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.