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

FDx 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
2021 Q4	–	Sell	-9,622	Closed	-$242K	–	863
2021 Q3	$242K	Sell	9,622 -2,227	-19%	-$56.1K	0.01%	735
2021 Q2	$300K	Sell	11,849 -2,510	-17%	-$63.5K	0.01%	662
2021 Q1	$367K	Buy	14,359 +1,086	+8%	+$27.2K	0.01%	567
2020 Q4	$331K	Buy	+13,273	New	+$321K	0.01%	541

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 $417M AUM 41.98% 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

FDx Advisors's IGBH Position: Q4 2021 in Review

FDx Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2021, closing a stake of 9,622 shares — an estimated $242K sold.

FDx Advisors first reported a position in IGBH in Q4 2020 and held it in 4 quarters. The position peaked at $367K in Q1 2021. 60 funds tracked by Wall St. Rank hold IGBH as of Q4 2021.

FDx Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
FDx Advisors sold 9,622 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2021, an estimated $242K.
FDx Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
FDx Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $367K in Q1 2021.
60 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2021.

Based on FDx Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.