Heritage Wealth Management (Arizona)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $48.6K | Buy |
976
+488
| +100% | +$24.3K | 0.01% | 503 |
|
|
2022
Q3 | $24K | Sell |
488
-343
| -41% | -$16.9K | 0.01% | 501 |
|
|
2022
Q2 | $44.3K | Sell |
831
-152
| -15% | -$8.1K | 0.01% | 444 |
|
|
2022
Q1 | $60K | Buy |
+983
| New | +$60K | 0.02% | 447 |
|
|
2021
Q3 | $107K | Sell |
1,544
-995
| -39% | -$69K | 0.04% | 326 |
|
|
2021
Q2 | $178K | Buy |
2,539
+315
| +14% | +$22.1K | 0.07% | 248 |
|
|
2021
Q1 | $148K | Buy |
+2,224
| New | +$148K | 0.08% | 200 |
|