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

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

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

MMI

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Financial Architects (New Jersey)'s IGSB Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2020, closing a stake of 1,168 shares — an estimated $64K sold.

Financial Architects (New Jersey) first reported a position in IGSB in Q3 2013 and held it in 9 quarters. The position peaked at $64K in Q2 2020. 788 funds tracked by Wall St. Rank hold IGSB as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,168 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2020, an estimated $64K.
Financial Architects (New Jersey) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 9 quarters.
Financial Architects (New Jersey)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $64K in Q2 2020.
788 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.