FHC
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First Heartland Consultants’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

First Heartland Consultants’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
2021
Q4 		– Sell
-8,475
Closed -$463K – 393
2021
Q3 		$463K Sell
8,475
-4,891
-37% -$268K 0.07% 210
2021
Q2 		$733K Buy
13,366
+958
+8% +$52.5K 0.11% 155
2021
Q1 		$678K Buy
12,408
+3,202
+35% +$176K 0.11% 164
2020
Q4 		$508K Buy
9,206
+1,163
+14% +$63.9K 0.08% 166
2020
Q3 		$442K Buy
8,043
+449
+6% +$24.7K 0.08% 161
2020
Q2 		$415K Buy
+7,594
New +$409K 0.08% 175
2017
Q1 		– Sell
-6,086
Closed -$319K – 339
2016
Q4 		$319K Sell
6,086
-370
-6% -$19.5K 0.1% 245
2016
Q3 		$341K Buy
6,456
+110
+2% +$5.82K 0.1% 218
2016
Q2 		$337K Sell
6,346
-1,174
-16% -$62K 0.04% 204
2016
Q1 		$396K Sell
7,520
-420
-5% -$22K 0.15% 164
2015
Q4 		$415K Buy
7,940
+32
+0.4% +$1.68K 0.16% 155
2015
Q3 		$416K Sell
7,908
-274
-3% -$14.4K 0.17% 153
2015
Q2 		$431K Sell
8,182
-368
-4% -$19.4K 0.12% 160
2015
Q1 		$451K Sell
8,550
-288
-3% -$15.2K 0.17% 147
2014
Q4 		$465K Sell
8,838
-62
-0.7% -$3.26K 0.19% 147
2014
Q3 		$468K Buy
8,900
+3,560
+67% +$188K 0.21% 142
2014
Q2 		$282K Buy
5,340
+98
+2% +$5.17K 0.13% 184
2014
Q1 		$276K Buy
+5,242
New +$276K 0.14% 180
2013
Q4 		– Sell
-5,288
Closed -$278K – 218
2013
Q3 		$278K Sell
5,288
-680
-11% -$35.7K 0.17% 164
2013
Q2 		$313K Buy
+5,968
New +$314K 0.18% 145

Other funds holding IGSB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

First Heartland Consultants's IGSB Position: Q4 2021 in Review

First Heartland Consultants sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2021, closing a stake of 8,475 shares — an estimated $463K sold.

First Heartland Consultants first reported a position in IGSB in Q2 2013 and held it in 20 quarters. The position peaked at $733K in Q2 2021. 945 funds tracked by Wall St. Rank hold IGSB as of Q4 2021.

  • First Heartland Consultants reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • First Heartland Consultants sold 8,475 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $463K.
  • First Heartland Consultants first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 20 quarters.
  • First Heartland Consultants's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $733K in Q2 2021.
  • 945 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.