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

Avestar Capital’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
2022 Q2	–	Sell	-79,722	Closed	-$1.92M	–	346
2022 Q1	$1.92M	Sell	79,722 -5,401	-6%	-$130K	0.31%	56
2021 Q4	$2.11M	Buy	85,123 +2,905	+4%	+$73.1K	0.26%	81
2021 Q3	$2.07M	Buy	82,218 +17,845	+28%	+$450K	0.26%	78
2021 Q2	$1.63M	Buy	64,373 +4,900	+8%	+$124K	0.22%	115
2021 Q1	$1.5M	Buy	59,473 +5,302	+10%	+$133K	0.33%	55
2020 Q4	$1.35M	Buy	54,171 +2,961	+6%	+$71.5K	0.38%	50
2020 Q3	$1.21M	Buy	51,210 +6,107	+14%	+$142K	0.4%	48
2020 Q2	$1.01M	Buy	45,103 +9,437	+26%	+$206K	0.45%	57
2020 Q1	$739K	Buy	+35,666	New	+$835K	0.4%	67

Other funds holding IGBH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avestar Capital's IGBH Position: Q2 2022 in Review

Avestar Capital sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2022, closing a stake of 79,722 shares — an estimated $1.92M sold.

Avestar Capital first reported a position in IGBH in Q1 2020 and held it in 9 quarters. The position peaked at $2.11M in Q4 2021. 39 funds tracked by Wall St. Rank hold IGBH as of Q2 2022.

Avestar Capital reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 79,722 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $1.92M.
Avestar Capital first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Avestar Capital's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $2.11M in Q4 2021.
39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.