JOYN Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-800	Closed	-$41K	–	707
2018 Q4	$41K	Hold	800	–	–	0.01%	416
2018 Q3	$41K	Hold	800	–	–	0.01%	450
2018 Q2	$41K	Buy	+800	New	+$41.5K	0.01%	455
2014 Q2	–	Sell	-4,400	Closed	-$232K	–	36
2014 Q1	$232K	Hold	4,400	–	–	0.11%	13
2013 Q4	$232K	Hold	4,400	–	–	0.12%	24
2013 Q3	$232K	Buy	+4,400	New	+$231K	0.12%	16
2013 Q2	–	Hold	0	–	–	–	19

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JOYN Advisors's IGSB Position: Q1 2019 in Review

JOYN Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019, closing a stake of 800 shares — an estimated $41K sold.

JOYN Advisors first reported a position in IGSB in Q3 2013 and held it in 6 quarters. The position peaked at $232K in Q1 2014. 578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

JOYN Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 800 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $41K.
JOYN Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and held it in 6 quarters.
JOYN Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $232K in Q1 2014.
578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.