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
2024 Q1	$1.14M	Buy
2023 Q4	$1.14M	Buy
2022 Q4	$5.2M	Buy
2022 Q3	$2.6M	Buy
2022 Q2	$2.4M	Sell
2022 Q1	$2.46M	Buy
2021 Q3	$2.2M	Sell
2021 Q2	$2.31M	Sell
2021 Q1	$2.61M	Buy