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

Cetera 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
2024 Q1	$512K	Buy	+20,805	New	+$508K	﹤0.01%	1583
2019 Q2	–	Sell	-1,040	Closed	-$26K	–	1099
2019 Q1	$26K	Buy	+1,040	New	+$25.5K	﹤0.01%	1052

Other funds holding IGBH

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

YCG

Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

SIS

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

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

GAG

Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

DWM

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

RJFSA

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

Cetera Advisors's IGBH Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2024: 20,805 shares worth $512K. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IGBH as recently as Q1 2019.

Cetera Advisors first reported a position in IGBH in Q1 2019 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold IGBH as of Q1 2024.

Cetera Advisors held 20,805 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $512K as of Q1 2024.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF was a new Cetera Advisors position in Q1 2024.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1583 holding.
Cetera Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2019 and has held it in 2 quarters since.
38 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.