Financial Architects (New Jersey)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,334
| Closed | -$81K | – | 488 |
|
|
2020
Q2 | $81K | Hold |
1,334
| – | – | 0.02% | 355 |
|
|
2020
Q1 | $73K | Hold |
1,334
| – | – | 0.02% | 339 |
|
|
2019
Q4 | $77K | Hold |
1,334
| – | – | 0.02% | 367 |
|
|
2019
Q3 | $77K | Sell |
1,334
-164
| -11% | -$9.47K | 0.02% | 366 |
|
|
2019
Q2 | $85K | Buy |
+1,498
| New | +$85K | 0.02% | 363 |
|
|
2018
Q3 | – | Sell |
-114
| Closed | -$6K | – | 1320 |
|
|
2018
Q2 | $6K | Hold |
114
| – | – | ﹤0.01% | 1091 |
|
|
2018
Q1 | $6K | Hold |
114
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q4 | $6K | Sell |
114
-168
| -60% | -$8.84K | ﹤0.01% | 1121 |
|
|
2017
Q3 | $16K | Hold |
282
| – | – | ﹤0.01% | 919 |
|
|
2017
Q2 | $15K | Hold |
282
| – | – | ﹤0.01% | 933 |
|
|
2017
Q1 | $15K | Hold |
282
| – | – | ﹤0.01% | 921 |
|
|
2016
Q4 | $15K | Buy |
282
+114
| +68% | +$6.06K | ﹤0.01% | 897 |
|
|
2016
Q3 | $9K | Hold |
168
| – | – | ﹤0.01% | 1005 |
|
|
2016
Q2 | $9K | Hold |
168
| – | – | ﹤0.01% | 986 |
|
|
2016
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 763 |
|
|
2015
Q3 | – | Sell |
-248
| Closed | -$13K | – | 522 |
|
|
2015
Q2 | $13K | Hold |
248
| – | – | ﹤0.01% | 705 |
|
|
2015
Q1 | $14K | Sell |
248
-920
| -79% | -$51.9K | 0.01% | 642 |
|
|
2014
Q4 | $64K | Buy |
1,168
+1,000
| +595% | +$54.8K | 0.03% | 314 |
|
|
2014
Q3 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 623 |
|
|
2013
Q4 | – | Sell |
-26
| Closed | -$1K | – | 343 |
|
|
2013
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 710 |
|