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Legacy Capital Group California’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Legacy Capital Group California’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
2023
Q2 		– Sell
-12,192
Closed -$285K – 280
2023
Q1 		$285K Buy
+12,192
New +$287K 0.14% 194

Other funds holding IGBH

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Legacy Capital Group California's IGBH Position: Q2 2023 in Review

Legacy Capital Group California sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2023, closing a stake of 12,192 shares — an estimated $285K sold.

Legacy Capital Group California first reported a position in IGBH in Q1 2023 and held it in 1 quarter. The position peaked at $285K in Q1 2023. 29 funds tracked by Wall St. Rank hold IGBH as of Q2 2023.

  • Legacy Capital Group California reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 12,192 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $285K.
  • Legacy Capital Group California first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $285K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.