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

Goodman Advisory 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
2026 Q2	–	Sell	-6,031	Closed	-$146K	–	108
2026 Q1	$146K	Sell	6,031 -345	-5%	-$8.44K	0.04%	86
2025 Q4	$157K	Sell	6,376 -2,269	-26%	-$55.8K	0.04%	76
2025 Q3	$213K	Buy	8,645 +5,970	+223%	+$145K	0.05%	67
2025 Q2	$64.5K	Buy	2,675 +2,228	+498%	+$52.8K	0.02%	87
2025 Q1	$10.7K	Buy	+447	New	+$10.9K	﹤0.01%	148
2024 Q4	–	Sell	-450	Closed	-$10.9K	–	107
2024 Q3	$10.9K	Sell	450 -126,391	-100%	-$3.04M	﹤0.01%	156
2024 Q2	$3.08M	Buy	126,841 +61,253	+93%	+$1.5M	0.92%	30
2024 Q1	$1.61M	Buy	+65,588	New	+$1.6M	0.51%	41

Other funds holding IGBH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFP

Quantum Financial Partners Overland Park, Kansas $196M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SIS

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goodman Advisory Group's IGBH Position: Q2 2026 in Review

Goodman Advisory Group sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2026, closing a stake of 6,031 shares — an estimated $146K sold.

Goodman Advisory Group first reported a position in IGBH in Q1 2024 and held it in 8 quarters. The position peaked at $3.08M in Q2 2024. 51 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

Goodman Advisory Group reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 6,031 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $146K.
Goodman Advisory Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Goodman Advisory Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $3.08M in Q2 2024.
51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.