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

Focus Partners 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
2026 Q1	$296K	Buy	12,224 +104	+0.9%	+$2.54K	﹤0.01%	977
2025 Q4	$299K	Sell	12,120 -11,892	-50%	-$292K	﹤0.01%	885
2025 Q3	$587K	Buy	24,012 +12,314	+105%	+$300K	0.01%	682
2025 Q2	$282K	Buy	11,698 +190	+2%	+$4.51K	﹤0.01%	890
2025 Q1	$276K	Buy	11,508 +132	+1%	+$3.22K	﹤0.01%	790
2024 Q4	$277K	Buy	11,376 +233	+2%	+$5.68K	﹤0.01%	625
2024 Q3	$270K	Buy	11,143 +215	+2%	+$5.17K	0.01%	612
2024 Q2	$265K	Buy	10,928 +182	+2%	+$4.46K	0.01%	519
2024 Q1	$264K	Buy	10,746 +126	+1%	+$3.08K	0.01%	491
2023 Q4	$257K	Buy	+10,620	New	+$255K	0.01%	353
2023 Q3	–	Sell	-14,819	Closed	-$352K	–	449
2023 Q2	$352K	Sell	14,819 -209	-1%	-$4.88K	0.02%	268
2023 Q1	$351K	Buy	15,028 +533	+4%	+$12.6K	0.02%	252
2022 Q4	$337K	Buy	+14,495	New	+$332K	0.03%	244

Other funds holding IGBH

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Focus Partners Advisor Solutions's IGBH Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 0.86% in Q1 2026, buying an estimated $2.54K and bringing the position to 12,224 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Focus Partners Advisor Solutions first reported a position in IGBH in Q4 2022 and has held it in 13 quarters since. The position peaked at $587K in Q3 2025. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

Focus Partners Advisor Solutions held 12,224 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $296K as of Q1 2026.
Focus Partners Advisor Solutions bought 104 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $2.54K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #977 holding.
Focus Partners Advisor Solutions first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Focus Partners Advisor Solutions's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $587K in Q3 2025.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.