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

Capital Analysts LLC’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
Q2 		$65K Buy
2,628
+42
+2% +$1.03K ﹤0.01% 936
2026
Q1 		$63K Buy
+2,586
New +$63.3K ﹤0.01% 900

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Analysts LLC's IGBH Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 1.6% in Q2 2026, buying an estimated $1.03K and bringing the position to 2,628 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Capital Analysts LLC first reported a position in IGBH in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Capital Analysts LLC held 2,628 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $65K as of Q2 2026.
  • Capital Analysts LLC bought 42 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.03K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #936 holding.
  • Capital Analysts LLC first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.