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

Destination Wealth 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
2026
Q2 		$767K Buy
31,185
+116
+0.4% +$2.85K 0.02% 182
2026
Q1 		$751K Buy
31,069
+75
+0.2% +$1.83K 0.02% 170
2025
Q4 		$763K Buy
30,994
+169
+0.5% +$4.15K 0.02% 155
2025
Q3 		$759K Buy
30,825
+134
+0.4% +$3.26K 0.02% 146
2025
Q2 		$740K Buy
30,691
+136
+0.4% +$3.23K 0.02% 144
2025
Q1 		$734K Buy
30,555
+95
+0.3% +$2.32K 0.02% 141
2024
Q4 		$741K Buy
30,460
+168
+0.6% +$4.09K 0.02% 135
2024
Q3 		$735K Buy
30,292
+154
+0.5% +$3.71K 0.02% 133
2024
Q2 		$732K Buy
30,138
+131
+0.4% +$3.21K 0.02% 130
2024
Q1 		$738K Buy
30,007
+143
+0.5% +$3.5K 0.02% 129
2023
Q4 		$722K Buy
29,864
+149
+0.5% +$3.58K 0.03% 136
2023
Q3 		$711K Buy
29,715
+146
+0.5% +$3.48K 0.03% 131
2023
Q2 		$703K Buy
29,569
+112
+0.4% +$2.62K 0.03% 135
2023
Q1 		$688K Buy
29,457
+122
+0.4% +$2.88K 0.03% 134
2022
Q4 		$681K Buy
29,335
+100
+0.3% +$2.29K 0.03% 131
2022
Q3 		$656K Buy
29,235
+6,953
+31% +$161K 0.03% 123
2022
Q2 		$514K Sell
22,282
-6,922
-24% -$163K 0.02% 139
2022
Q1 		$704K Hold
29,204
– – 0.03% 124
2021
Q4 		$725K Hold
29,204
– – 0.03% 126
2021
Q3 		$734K Hold
29,204
– – 0.03% 117
2021
Q2 		$741K Buy
29,204
+5,945
+26% +$150K 0.03% 118
2021
Q1 		$594K Buy
23,259
+977
+4% +$24.5K 0.02% 122
2020
Q4 		$556K Hold
22,282
– – 0.02% 120
2020
Q3 		$517K Hold
22,282
– – 0.03% 110
2020
Q2 		$501K Hold
22,282
– – 0.03% 110
2020
Q1 		$462K Hold
22,282
– – 0.03% 127
2019
Q4 		$565K Hold
22,282
– – 0.03% 112
2019
Q3 		$537K Hold
22,282
– – 0.03% 107
2019
Q2 		$550K Hold
22,282
– – 0.03% 110
2019
Q1 		$549K Hold
22,282
– – 0.03% 111
2018
Q4 		$533K Sell
22,282
-67,994
-75% -$1.72M 0.03% 107
2018
Q3 		$2.38M Buy
90,276
+1,198
+1% +$31.1K 0.13% 81
2018
Q2 		$2.28M Buy
89,078
+26,994
+43% +$702K 0.14% 80
2018
Q1 		$1.63M Hold
62,084
– – 0.1% 86
2017
Q4 		$1.64M Buy
62,084
+1,612
+3% +$41.9K 0.1% 84
2017
Q3 		$1.56M Buy
+60,472
New +$1.54M 0.1% 86

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

Destination Wealth Management's IGBH Position: Q2 2026 in Review

Destination Wealth Management increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 0.37% in Q2 2026, buying an estimated $2.85K and bringing the position to 31,185 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #182.

Destination Wealth Management first reported a position in IGBH in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.38M in Q3 2018. 51 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Destination Wealth Management held 31,185 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $767K as of Q2 2026.
  • Destination Wealth Management bought 116 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $2.85K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Destination Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • Destination Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $2.38M in Q3 2018.
  • 51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.