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Allworth Financial’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Allworth Financial’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23K Hold
134
– – ﹤0.01% 4175
2025
Q4 		$3.29K Hold
134
– – ﹤0.01% 3928
2025
Q3 		$3.29K Sell
134
-12
-8% -$292 ﹤0.01% 3778
2025
Q2 		$3.51K Buy
+146
New +$3.46K ﹤0.01% 3457
2024
Q4 		– Sell
-1,168
Closed -$28.3K – 3997
2024
Q3 		$28.3K Sell
1,168
-445
-28% -$10.7K ﹤0.01% 1694
2024
Q2 		$39.1K Buy
+1,613
New +$39.5K ﹤0.01% 1487

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial's IGBH Position: Q1 2026 in Review

Allworth Financial held its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) position steady in Q1 2026 at 134 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4175.

Allworth Financial first reported a position in IGBH in Q2 2024 and has held it in 6 quarters since. The position peaked at $39.1K in Q2 2024. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Allworth Financial held 134 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $3.23K as of Q1 2026.
  • Allworth Financial left its iShares Interest Rate Hedged Long-Term Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4175 holding.
  • Allworth Financial first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Allworth Financial's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $39.1K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.