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

Kingsview 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
2024
Q1 		– Sell
-9,858
Closed -$238K – 1037
2023
Q4 		$238K Buy
+9,858
New +$237K 0.01% 836

Other funds holding IGBH

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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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kingsview Wealth Management's IGBH Position: Q1 2024 in Review

Kingsview Wealth Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2024, closing a stake of 9,858 shares — an estimated $238K sold.

Kingsview Wealth Management first reported a position in IGBH in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 38 funds tracked by Wall St. Rank hold IGBH as of Q1 2024.

  • Kingsview Wealth Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,858 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2024, an estimated $238K.
  • Kingsview Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $238K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.