Howard Wealth Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Howard Wealth Management’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
2022 Q4	–	Sell	-9,550	Closed	-$214K	–	118
2022 Q3	$214K	Buy	+9,550	New	+$221K	0.15%	109
2022 Q2	–	Sell	-10,475	Closed	-$252K	–	90
2022 Q1	$252K	Buy	+10,475	New	+$253K	0.14%	111

Other funds holding IGBH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIS

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

HWMA

Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

Howard Wealth Management's IGBH Position: Q4 2022 in Review

Howard Wealth Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2022, closing a stake of 9,550 shares — an estimated $214K sold.

Howard Wealth Management first reported a position in IGBH in Q1 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2022. 39 funds tracked by Wall St. Rank hold IGBH as of Q4 2022.

Howard Wealth Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Howard Wealth Management sold 9,550 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2022, an estimated $214K.
Howard Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
Howard Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $252K in Q1 2022.
39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.