Heritage Wealth Management (Arizona)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	–	Sell	-22,314	Closed	-$1.14M	–	180
2024 Q1	$1.14M	Buy	22,314 +85	+0.4%	+$4.35K	0.58%	39
2023 Q4	$1.14M	Buy	+22,229	New	+$1.12M	0.62%	37
2022 Q4	$5.2M	Buy	104,302 +51,461	+97%	+$2.55M	0.74%	28
2022 Q3	$2.6M	Buy	52,841 +5,402	+11%	+$273K	0.84%	19
2022 Q2	$2.4M	Sell	47,439 -178	-0.4%	-$9.06K	0.8%	19
2022 Q1	$2.46M	Buy	+47,617	New	+$2.51M	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	+$2.62M	1.47%	13

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return