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Heritage Wealth Management (Arizona)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$48.6K Buy
976
+488
+100% +$24.1K 0.01% 503
2022
Q3 		$24K Sell
488
-343
-41% -$18.3K 0.01% 501
2022
Q2 		$44.3K Sell
831
-152
-15% -$8.42K 0.01% 444
2022
Q1 		$60K Buy
+983
New +$62.8K 0.02% 447
2021
Q3 		$107K Sell
1,544
-995
-39% -$70.7K 0.04% 326
2021
Q2 		$178K Buy
2,539
+315
+14% +$21.4K 0.07% 248
2021
Q1 		$148K Buy
+2,224
New +$153K 0.08% 200

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 100% in Q4 2022, buying an estimated $24.1K and bringing the position to 976 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #503.

Heritage Wealth Management (Arizona) first reported a position in IGLB in Q1 2021 and has held it in 7 quarters since. The position peaked at $178K in Q2 2021. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 976 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $48.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 488 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $24.1K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #503 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $178K in Q2 2021.
  • 143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

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