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

AssetMark Inc’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	–	Sell	-28	Closed	-$690	–	3513
2025 Q4	$690	Hold	28	–	–	﹤0.01%	3036
2025 Q3	$689	Buy	+28	New	+$681	﹤0.01%	2870
2019 Q4	–	Sell	-6,400	Closed	-$154K	–	1425
2019 Q3	$154K	Buy	+6,400	New	+$155K	﹤0.01%	543
2019 Q1	–	Sell	-2,971	Closed	-$71K	–	1428
2018 Q4	$71K	Buy	2,971 +419	+16%	+$10.6K	﹤0.01%	627
2018 Q3	$67K	Buy	2,552 +285	+13%	+$7.41K	﹤0.01%	678
2018 Q2	$58K	Buy	2,267 +327	+17%	+$8.51K	﹤0.01%	689
2018 Q1	$51K	Buy	1,940 +117	+6%	+$3.11K	﹤0.01%	724
2017 Q4	$48K	Sell	1,823 -244	-12%	-$6.35K	﹤0.01%	797
2017 Q3	$53K	Sell	2,067 -6,242	-75%	-$159K	﹤0.01%	685
2017 Q2	$213K	Buy	8,309 +1,760	+27%	+$44.2K	﹤0.01%	439
2017 Q1	$164K	Buy	6,549 +5,665	+641%	+$142K	﹤0.01%	444
2016 Q4	$22K	Buy	+884	New	+$21.4K	﹤0.01%	830

Other funds holding IGBH

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc's IGBH Position: Q1 2026 in Review

AssetMark Inc sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2026, closing a stake of 28 shares — an estimated $690 sold.

AssetMark Inc first reported a position in IGBH in Q4 2016 and held it in 12 quarters. The position peaked at $213K in Q2 2017. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

AssetMark Inc reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 28 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $690.
AssetMark Inc first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2016 and held it in 12 quarters.
AssetMark Inc's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $213K in Q2 2017.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.