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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,015	Closed	-$209K	–	108
2023 Q4	$209K	Buy	+4,015	New	+$209K	0.04%	95