Envestnet Asset Management
IGBH icon

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

Envestnet Asset 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 		$1.71M Buy
69,709
+50
+0.1% +$1.23K ﹤0.01% 3266
2026
Q1 		$1.68M Buy
69,659
+60,078
+627% +$1.47M ﹤0.01% 3126
2025
Q4 		$236K Buy
9,581
+1,061
+12% +$26.1K ﹤0.01% 4175
2025
Q3 		$210K Buy
+8,520
New +$207K ﹤0.01% 4297
2025
Q1 		– Sell
-13,595
Closed -$331K – 4407
2024
Q4 		$331K Buy
13,595
+437
+3% +$10.7K ﹤0.01% 3848
2024
Q3 		$319K Hold
13,158
– – ﹤0.01% 3790
2024
Q2 		$319K Buy
13,158
+2,096
+19% +$51.3K ﹤0.01% 3697
2024
Q1 		$272K Buy
+11,062
New +$270K ﹤0.01% 3774
2023
Q1 		– Sell
-241,323
Closed -$5.6M – 4033
2022
Q4 		$5.6M Buy
241,323
+9,357
+4% +$214K ﹤0.01% 1533
2022
Q3 		$5.21M Buy
231,966
+19,142
+9% +$442K ﹤0.01% 1500
2022
Q2 		$4.91M Buy
212,824
+51,490
+32% +$1.21M ﹤0.01% 1532
2022
Q1 		$3.89M Sell
161,334
-793,693
-83% -$19.2M ﹤0.01% 1755
2021
Q4 		$23.7M Buy
955,027
+81,448
+9% +$2.05M 0.01% 769
2021
Q3 		$22M Buy
873,579
+71,522
+9% +$1.8M 0.01% 765
2021
Q2 		$20.3M Buy
802,057
+5,835
+0.7% +$148K 0.01% 781
2021
Q1 		$20.3M Buy
796,222
+75,025
+10% +$1.88M 0.01% 709
2020
Q4 		$18M Buy
721,197
+703,786
+4,042% +$17M 0.01% 658
2020
Q3 		$404K Hold
17,411
– – ﹤0.01% 2584
2020
Q2 		$391K Sell
17,411
-1,376
-7% -$30K ﹤0.01% 2545
2020
Q1 		$389K Buy
+18,787
New +$440K ﹤0.01% 2421

Other funds holding IGBH

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management's IGBH Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 0.07% in Q2 2026, buying an estimated $1.23K and bringing the position to 69,709 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Envestnet Asset Management first reported a position in IGBH in Q1 2020 and has held it in 20 quarters since. The position peaked at $23.7M in Q4 2021. 24 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Envestnet Asset Management held 69,709 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $1.71M as of Q2 2026.
  • Envestnet Asset Management bought 50 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.23K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3266 holding.
  • Envestnet Asset Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Envestnet Asset Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $23.7M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.