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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
Q1 		$63K Buy
+2,586
New +$63.3K ﹤0.01% 900

Other funds holding IGBH

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Analysts LLC's IGBH Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2026: 2,586 shares worth $63K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings.

48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Capital Analysts LLC held 2,586 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $63K as of Q1 2026.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF was a new Capital Analysts LLC position in Q1 2026.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #900 holding.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.