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Heritage Wealth Management (Arizona)’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.52M Buy
108,486
+52,950
+95% +$1.21M 0.36% 49
2022
Q3 		$1.25M Buy
55,536
+7,419
+15% +$171K 0.4% 48
2022
Q2 		$1.11M Buy
+48,117
New +$1.13M 0.37% 50

Other funds holding IGBH

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IGBH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 95% in Q4 2022, buying an estimated $1.21M and bringing the position to 108,486 shares worth $2.52M. The position accounts for 0.36% of the portfolio, ranked #49.

Heritage Wealth Management (Arizona) first reported a position in IGBH in Q2 2022 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold IGBH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 108,486 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $2.52M as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 52,950 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2022, an estimated $1.21M.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.36% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #49 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.