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 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 $1.66T 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

Goodman Advisory Group's IGBH Position: Q1 2026 in Review

Goodman Advisory Group reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 5.4% in Q1 2026, selling an estimated $8.44K and leaving 6,031 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #86.

Goodman Advisory Group first reported a position in IGBH in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.08M in Q2 2024. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

Goodman Advisory Group held 6,031 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $146K as of Q1 2026.
Goodman Advisory Group sold 345 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $8.44K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.04% of Goodman Advisory Group's portfolio in Q1 2026, its #86 holding.
Goodman Advisory Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Goodman Advisory Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $3.08M in Q2 2024.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.