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Financial Architects (New Jersey)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Financial Architects (New Jersey)’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
-1,168
Closed -$64K – 491
2020
Q2 		$64K Hold
1,168
– – 0.01% 383
2020
Q1 		$61K Hold
1,168
– – 0.02% 365
2019
Q4 		$63K Hold
1,168
– – 0.01% 390
2019
Q3 		$63K Buy
1,168
+468
+67% +$25K 0.01% 397
2019
Q2 		$37K Buy
+700
New +$37K 0.01% 569
2015
Q1 		– Sell
-620
Closed -$33K – 978
2014
Q4 		$33K Hold
620
– – 0.01% 424
2014
Q3 		$33K Buy
620
+450
+265% +$23.7K 0.02% 376
2014
Q2 		$9K Buy
+170
New +$8.97K ﹤0.01% 659
2013
Q4 		– Sell
-170
Closed -$9K – 345
2013
Q3 		$9K Buy
+170
New +$8.92K 0.01% 496

Other funds holding IGSB

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BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return