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

Brookstone Capital Management’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 Q3	–	Sell	-10,213	Closed	-$241K	–	853
2023 Q2	$241K	Sell	10,213 -2,137	-17%	-$49.9K	﹤0.01%	750
2023 Q1	$289K	Sell	12,350 -1,394	-10%	-$32.9K	0.01%	696
2022 Q4	$322K	Sell	13,744 -2,537	-16%	-$58.1K	0.01%	681
2022 Q3	$360K	Sell	16,281 -829	-5%	-$19.1K	0.01%	623
2022 Q2	$397K	Buy	+17,110	New	+$403K	0.01%	591

Other funds holding IGBH

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Brookstone Capital Management's IGBH Position: Q3 2023 in Review

Brookstone Capital Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2023, closing a stake of 10,213 shares — an estimated $241K sold.

Brookstone Capital Management first reported a position in IGBH in Q2 2022 and held it in 5 quarters. The position peaked at $397K in Q2 2022. 24 funds tracked by Wall St. Rank hold IGBH as of Q3 2023.

Brookstone Capital Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Brookstone Capital Management sold 10,213 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2023, an estimated $241K.
Brookstone Capital Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2022 and held it in 5 quarters.
Brookstone Capital Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $397K in Q2 2022.
24 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2023.

Based on Brookstone Capital Management's 13F filing for Q3 2023, filed 20 Oct 2023.