Kovitz Investment Group Partners’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Kovitz Investment Group Partners’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	$6.37M	Buy	+259,244	New	+$6.36M	0.14%	116
2024 Q3	–	Sell	-265,085	Closed	-$6.44M	–	1079
2024 Q2	$6.44M	Buy	+265,085	New	+$6.49M	0.06%	247

Other funds holding IGBH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFP

Quantum Financial Partners Overland Park, Kansas $196M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIS

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kovitz Investment Group Partners's IGBH Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2026: 259,244 shares worth $6.37M. The stake represents 0.14% of the portfolio and ranks #116 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in IGBH as recently as Q2 2024.

Kovitz Investment Group Partners first reported a position in IGBH in Q2 2024 and has held it in 2 quarters since. The position peaked at $6.44M in Q2 2024. 50 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

Kovitz Investment Group Partners held 259,244 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $6.37M as of Q2 2026.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF was a new Kovitz Investment Group Partners position in Q2 2026.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.14% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #116 holding.
Kovitz Investment Group Partners first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
Kovitz Investment Group Partners's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $6.44M in Q2 2024.
50 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.