HFS
IGIB icon

Heritage Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Heritage Financial Services’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,015
Closed -$209K – 108
2023
Q4 		$209K Buy
+4,015
New +$198K 0.04% 95

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Financial Services's IGIB Position: Q1 2024 in Review

Heritage Financial Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2024, closing a stake of 4,015 shares — an estimated $209K sold.

Heritage Financial Services first reported a position in IGIB in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 536 funds tracked by Wall St. Rank hold IGIB as of Q1 2024.

  • Heritage Financial Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Heritage Financial Services sold 4,015 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $209K.
  • Heritage Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Heritage Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $209K in Q4 2023.
  • 536 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Heritage Financial Services's 13F filing for Q1 2024, filed 14 May 2024.