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Atria Wealth Solutions’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-22,733
Closed -$528K – 1905
2022
Q4 		$528K Buy
+22,733
New +$521K 0.01% 1054

Other funds holding IGBH

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
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
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Wealth Solutions's IGBH Position: Q1 2023 in Review

Atria Wealth Solutions sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2023, closing a stake of 22,733 shares — an estimated $528K sold.

Atria Wealth Solutions first reported a position in IGBH in Q4 2022 and held it in 1 quarter. The position peaked at $528K in Q4 2022. 33 funds tracked by Wall St. Rank hold IGBH as of Q1 2023.

  • Atria Wealth Solutions reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,733 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2023, an estimated $528K.
  • Atria Wealth Solutions first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $528K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.