Ford Financial Group’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Ford Financial Group’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
2022 Q3	–	Sell	-9,703	Closed	-$223K	–	129
2022 Q2	$223K	Buy	9,703 +47	+0.5%	+$1.11K	0.09%	110
2022 Q1	$232K	Buy	9,656 +4	+0%	+$97	0.09%	110
2021 Q4	$239	Buy	+9,652	New	+$243K	0.05%	90
2021 Q3	–	Sell	-6,607	Closed	-$167K	–	301
2021 Q2	$167K	Buy	+6,607	New	+$167K	0.06%	116

Other funds holding IGBH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

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

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ford Financial Group's IGBH Position: Q3 2022 in Review

Ford Financial Group sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2022, closing a stake of 9,703 shares — an estimated $223K sold.

Ford Financial Group first reported a position in IGBH in Q2 2021 and held it in 4 quarters. The position peaked at $232K in Q1 2022. 39 funds tracked by Wall St. Rank hold IGBH as of Q3 2022.

Ford Financial Group reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Ford Financial Group sold 9,703 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2022, an estimated $223K.
Ford Financial Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Ford Financial Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $232K in Q1 2022.
39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2022.

Based on Ford Financial Group's 13F filing for Q3 2022, filed 11 Oct 2022.