Dynamic Advisor Solutions’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Dynamic Advisor Solutions’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
2021 Q4	–	Sell	-18,850	Closed	-$474K	–	756
2021 Q3	$474K	Sell	18,850 -1,000	-5%	-$25.2K	0.04%	458
2021 Q2	$503K	Buy	19,850 +6,500	+49%	+$165K	0.04%	429
2021 Q1	$341K	Buy	+13,350	New	+$335K	0.03%	470
2019 Q3	–	Sell	-10,286	Closed	-$254K	–	562
2019 Q2	$254K	Buy	+10,286	New	+$253K	0.04%	395

Other funds holding IGBH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Dynamic Advisor Solutions's IGBH Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2021, closing a stake of 18,850 shares — an estimated $474K sold.

Dynamic Advisor Solutions first reported a position in IGBH in Q2 2019 and held it in 4 quarters. The position peaked at $503K in Q2 2021. 60 funds tracked by Wall St. Rank hold IGBH as of Q4 2021.

Dynamic Advisor Solutions reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 18,850 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2021, an estimated $474K.
Dynamic Advisor Solutions first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Dynamic Advisor Solutions's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $503K in Q2 2021.
60 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.