Institutional & Family Asset Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Institutional & Family Asset 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 Q2	–	Sell	-155	Closed	-$4K	–	751
2022 Q1	$4K	Sell	155 -1,190	-88%	-$28.7K	﹤0.01%	582
2021 Q4	$33K	Hold	1,345	–	–	0.01%	311
2021 Q3	$34K	Hold	1,345	–	–	0.01%	388
2021 Q2	$34K	Hold	1,345	–	–	0.01%	399
2021 Q1	$34K	Hold	1,345	–	–	0.01%	418
2020 Q4	$34K	Buy	+1,345	New	+$32.5K	0.01%	379

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

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

SCA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Institutional & Family Asset Management's IGBH Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2022, closing a stake of 155 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in IGBH in Q4 2020 and held it in 6 quarters. The position peaked at $34K in Q3 2021. 39 funds tracked by Wall St. Rank hold IGBH as of Q2 2022.

Institutional & Family Asset Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 155 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $4K.
Institutional & Family Asset Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Institutional & Family Asset Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $34K in Q3 2021.
39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.