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

IFP Advisors’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
-403
Closed -$10K – 4706
2022
Q3 		$10K Buy
403
+1
+0.2% +$23 ﹤0.01% 3647
2022
Q2 		$10K Hold
402
– – ﹤0.01% 3402
2022
Q1 		$10K Buy
+402
New +$9.71K ﹤0.01% 3402

Other funds holding IGBH

CW
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
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

IFP Advisors's IGBH Position: Q4 2022 in Review

IFP Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2022, closing a stake of 403 shares — an estimated $10K sold.

IFP Advisors first reported a position in IGBH in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q3 2022. 39 funds tracked by Wall St. Rank hold IGBH as of Q4 2022.

  • IFP Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 403 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2022, an estimated $10K.
  • IFP Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $10K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.