Harbour Investments’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Harbour Investments’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	$7.2K	Buy	+293	New	+$7.19K	﹤0.01%	3521
2025 Q4	–	Sell	-4,001	Closed	-$98.5K	–	3943
2025 Q3	$98.5K	Sell	4,001 -449	-10%	-$10.9K	﹤0.01%	1583
2025 Q2	$107K	Hold	4,450	–	–	﹤0.01%	1474
2025 Q1	$107K	Hold	4,450	–	–	﹤0.01%	1401
2024 Q4	$108K	Buy	4,450 +2,400	+117%	+$58.5K	﹤0.01%	1325
2024 Q3	$49.8K	Hold	2,050	–	–	﹤0.01%	1654
2024 Q2	$49.8K	Hold	2,050	–	–	﹤0.01%	1547
2024 Q1	$50.4K	Hold	2,050	–	–	﹤0.01%	1523
2023 Q4	$49.5K	Buy	+2,050	New	+$49.3K	﹤0.01%	1466

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

Harbour Investments's IGBH Position: Q2 2026 in Review

Harbour Investments opened a new position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2026: 293 shares worth $7.2K. The stake represents ﹤0.01% of the portfolio and ranks #3521 among its holdings. This is a return to the name: Harbour Investments previously reported a position in IGBH as recently as Q3 2025.

Harbour Investments first reported a position in IGBH in Q4 2023 and has held it in 9 quarters since. The position peaked at $108K in Q4 2024. 50 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

Harbour Investments held 293 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $7.2K as of Q2 2026.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF was a new Harbour Investments position in Q2 2026.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3521 holding.
Harbour Investments first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Harbour Investments's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $108K in Q4 2024.
50 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.