Financial Architects (New Jersey)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Financial Architects (New Jersey)’s Portfolio IGLB Stock Details IGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-440	Closed	-$26K	–	1403
2018 Q3	$26K	Hold	440	–	–	﹤0.01%	849
2018 Q2	$25K	Buy	+440	New	+$25.7K	﹤0.01%	749
2016 Q3	–	Sell	-233	Closed	-$15K	–	1474
2016 Q2	$15K	Buy	233 +58	+33%	+$3.51K	﹤0.01%	865
2016 Q1	$10K	Buy	+175	New	+$9.9K	﹤0.01%	750
2015 Q3	–	Sell	-81	Closed	-$5K	–	537
2015 Q2	$5K	Buy	+81	New	+$4.83K	﹤0.01%	954

Other funds holding IGLB

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Architects (New Jersey)'s IGLB Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2018, closing a stake of 440 shares — an estimated $26K sold.

Financial Architects (New Jersey) first reported a position in IGLB in Q2 2015 and held it in 5 quarters. The position peaked at $26K in Q3 2018. 81 funds tracked by Wall St. Rank hold IGLB as of Q4 2018.

Financial Architects (New Jersey) reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 440 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $26K.
Financial Architects (New Jersey) first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 5 quarters.
Financial Architects (New Jersey)'s iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $26K in Q3 2018.
81 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.