IWC
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Integrated Wealth Concepts’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Integrated Wealth Concepts’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 		$59.1K Buy
+2,405
New +$59K ﹤0.01% 3228

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kovitz Investment Group Partners
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
IA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's IGBH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2026: 2,405 shares worth $59.1K. The stake represents ﹤0.01% of the portfolio and ranks #3228 among its holdings.

51 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Integrated Wealth Concepts held 2,405 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $59.1K as of Q2 2026.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3228 holding.
  • 51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.