Merit Financial Group
IGBH icon

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
Q3 		– Sell
-175,271
Closed -$4.31M – 2488
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

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Partners
Quantum Financial Partners Overland Park, Kansas $194M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Merit Financial Group's IGBH Position: Q3 2026 in Review

Merit Financial Group sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2026, closing a stake of 175,271 shares — an estimated $4.31M sold.

Merit Financial Group first reported a position in IGBH in Q1 2026 and held it in 2 quarters. The position peaked at $4.31M in Q2 2026. 44 funds tracked by Wall St. Rank hold IGBH as of Q3 2026.

  • Merit Financial Group reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 175,271 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $4.31M.
  • Merit Financial Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2026 and held it in 2 quarters.
  • Merit Financial Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $4.31M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.