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
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 $1.66T AUM 25.57% 1-Year Est. Return

SIS

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

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

YCG

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbour Investments's IGBH Position: Q4 2025 in Review

Harbour Investments sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2025, closing a stake of 4,001 shares — an estimated $98.5K sold.

Harbour Investments first reported a position in IGBH in Q4 2023 and held it in 8 quarters. The position peaked at $108K in Q4 2024. 47 funds tracked by Wall St. Rank hold IGBH as of Q4 2025.

Harbour Investments reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Harbour Investments sold 4,001 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2025, an estimated $98.5K.
Harbour Investments first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Harbour Investments's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $108K in Q4 2024.
47 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.