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Merit Financial Group’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Merit Financial Group’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 		$4.31M Buy
175,271
+36,399
+26% +$893K 0.03% 477
2026
Q1 		$3.36M Buy
+138,872
New +$3.4M 0.02% 504

Other funds holding IGBH

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Merit Financial Group's IGBH Position: Q2 2026 in Review

Merit Financial Group increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 26% in Q2 2026, buying an estimated $893K and bringing the position to 175,271 shares worth $4.31M. The position accounts for 0.03% of the portfolio, ranked #477.

Merit Financial Group first reported a position in IGBH in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Merit Financial Group held 175,271 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $4.31M as of Q2 2026.
  • Merit Financial Group bought 36,399 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $893K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #477 holding.
  • Merit Financial Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.