CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

CAPTRUST Financial Advisors’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
-20
Closed – – 5026
2022
Q1 		$0 Sell
20
-1,155
-98% -$27.9K ﹤0.01% 5007
2021
Q4 		$29K Hold
1,175
– – ﹤0.01% 3045
2021
Q3 		$30K Buy
1,175
+989
+532% +$24.9K ﹤0.01% 2902
2021
Q2 		$5K Buy
+186
New +$4.71K ﹤0.01% 3859

Other funds holding IGBH

CW
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors's IGBH Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2022, closing a stake of 20 shares.

CAPTRUST Financial Advisors first reported a position in IGBH in Q2 2021 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 39 funds tracked by Wall St. Rank hold IGBH as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 20 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2022.
  • CAPTRUST Financial Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $30K in Q3 2021.
  • 39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.