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

Glass Jacobson Investment 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
2025 Q2	–	Sell	-109	Closed	-$2.64K	–	682
2025 Q1	$2.64K	Hold	109	–	–	﹤0.01%	724
2024 Q4	$2.64K	Buy	109 +3	+3%	+$73	﹤0.01%	724
2024 Q3	$2.58K	Buy	106 +2	+2%	+$48	﹤0.01%	674
2024 Q2	$2.53K	Buy	104 +1	+1%	+$24	﹤0.01%	665
2024 Q1	$2.52K	Buy	+103	New	+$2.52K	﹤0.01%	666

Other funds holding IGBH

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

YCG

Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Glass Jacobson Investment Advisors's IGBH Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2025, closing a stake of 109 shares — an estimated $2.64K sold.

Glass Jacobson Investment Advisors first reported a position in IGBH in Q1 2024 and held it in 5 quarters. The position peaked at $2.64K in Q1 2025. 38 funds tracked by Wall St. Rank hold IGBH as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 109 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2025, an estimated $2.64K.
Glass Jacobson Investment Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Glass Jacobson Investment Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $2.64K in Q1 2025.
38 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.