Heritage Wealth Management (Arizona)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,314
| Closed | -$1.14M | – | 180 |
|
|
2024
Q1 | $1.14M | Buy |
22,314
+85
| +0.4% | +$4.36K | 0.58% | 39 |
|
|
2023
Q4 | $1.14M | Buy |
+22,229
| New | +$1.14M | 0.62% | 37 |
|
|
2022
Q4 | $5.2M | Buy |
104,302
+51,461
| +97% | +$2.56M | 0.74% | 28 |
|
|
2022
Q3 | $2.6M | Buy |
52,841
+5,402
| +11% | +$266K | 0.84% | 19 |
|
|
2022
Q2 | $2.4M | Sell |
47,439
-178
| -0.4% | -$9K | 0.8% | 19 |
|
|
2022
Q1 | $2.46M | Buy |
+47,617
| New | +$2.46M | 0.67% | 27 |
|
|
2021
Q3 | $2.2M | Sell |
40,295
-1,870
| -4% | -$102K | 0.78% | 22 |
|
|
2021
Q2 | $2.31M | Sell |
42,165
-5,554
| -12% | -$304K | 0.88% | 18 |
|
|
2021
Q1 | $2.61M | Buy |
+47,719
| New | +$2.61M | 1.47% | 13 |
|