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

Heritage Wealth 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
2015
Q4 		– Sell
-7,058
Closed -$372K – 80
2015
Q3 		$372K Buy
+7,058
New +$371K 0.32% 45

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Heritage Wealth Advisors's IGSB Position: Q4 2015 in Review

Heritage Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2015, closing a stake of 7,058 shares — an estimated $372K sold.

Heritage Wealth Advisors first reported a position in IGSB in Q3 2015 and held it in 1 quarter. The position peaked at $372K in Q3 2015. 447 funds tracked by Wall St. Rank hold IGSB as of Q4 2015.

  • Heritage Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Heritage Wealth Advisors sold 7,058 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $372K.
  • Heritage Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $372K in Q3 2015.
  • 447 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Heritage Wealth Advisors's 13F filing for Q4 2015, filed 2 Feb 2016.