J.W. Cole Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

J.W. Cole 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
2025 Q1	–	Sell	-12,413	Closed	-$302K	–	1307
2024 Q4	$302K	Hold	12,413	–	–	0.01%	780
2024 Q3	$301K	Hold	12,413	–	–	0.01%	770
2024 Q2	$301K	Hold	12,413	–	–	0.01%	702
2024 Q1	$305K	Sell	12,413 -630	-5%	-$15.4K	0.02%	688
2023 Q4	$315K	Hold	13,043	–	–	0.02%	632
2023 Q3	$312K	Hold	13,043	–	–	0.02%	549
2023 Q2	$310K	Buy	+13,043	New	+$305K	0.02%	565

Other funds holding IGBH

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

YCG

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

SIS

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

J.W. Cole Advisors's IGBH Position: Q1 2025 in Review

J.W. Cole Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2025, closing a stake of 12,413 shares — an estimated $302K sold.

J.W. Cole Advisors first reported a position in IGBH in Q2 2023 and held it in 7 quarters. The position peaked at $315K in Q4 2023. 37 funds tracked by Wall St. Rank hold IGBH as of Q1 2025.

J.W. Cole Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
J.W. Cole Advisors sold 12,413 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $302K.
J.W. Cole Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
J.W. Cole Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $315K in Q4 2023.
37 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2025.

Based on J.W. Cole Advisors's 13F filing for Q1 2025, filed 5 May 2025.