Financial Architects (New Jersey)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,168
| Closed | -$64K | – | 490 |
|
|
2020
Q2 | $64K | Hold |
1,168
| – | – | 0.01% | 382 |
|
|
2020
Q1 | $61K | Hold |
1,168
| – | – | 0.02% | 364 |
|
|
2019
Q4 | $63K | Hold |
1,168
| – | – | 0.01% | 390 |
|
|
2019
Q3 | $63K | Buy |
1,168
+468
| +67% | +$25.2K | 0.01% | 393 |
|
|
2019
Q2 | $37K | Buy |
+700
| New | +$37K | 0.01% | 495 |
|
|
2015
Q1 | – | Sell |
-620
| Closed | -$33K | – | 960 |
|
|
2014
Q4 | $33K | Hold |
620
| – | – | 0.01% | 422 |
|
|
2014
Q3 | $33K | Buy |
620
+450
| +265% | +$24K | 0.02% | 374 |
|
|
2014
Q2 | $9K | Buy |
+170
| New | +$9K | ﹤0.01% | 647 |
|
|
2013
Q4 | – | Sell |
-170
| Closed | -$9K | – | 345 |
|
|
2013
Q3 | $9K | Buy |
+170
| New | +$9K | 0.01% | 496 |
|