Heritage Wealth Management (Arizona)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$25.5K	Buy	520 +260	+100%	+$12.7K	﹤0.01%	620
2022 Q3	$12K	Hold	260	–	–	﹤0.01%	626
2022 Q2	$13.3K	Hold	260	–	–	﹤0.01%	623
2022 Q1	$14K	Buy	+260	New	+$14.8K	﹤0.01%	667
2021 Q3	–	Sell	-110	Closed	-$7K	–	931
2021 Q2	$7K	Hold	110	–	–	﹤0.01%	708
2021 Q1	$6K	Buy	+110	New	+$6.63K	﹤0.01%	636

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 100% in Q4 2022, buying an estimated $12.7K and bringing the position to 520 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Heritage Wealth Management (Arizona) first reported a position in USIG in Q1 2021 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold USIG as of Q4 2022.

Heritage Wealth Management (Arizona) held 520 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $25.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 260 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $12.7K.
iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #620 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held iShares Broad USD 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.