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Moisand Fitzgerald Tamayo’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Moisand Fitzgerald Tamayo’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
2021
Q3 		– Sell
-462
Closed -$12K – 390
2021
Q2 		$12K Buy
+462
New +$11.7K ﹤0.01% 247

Other funds holding IGBH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IGBH Position: Q3 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2021, closing a stake of 462 shares — an estimated $12K sold.

Moisand Fitzgerald Tamayo first reported a position in IGBH in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 49 funds tracked by Wall St. Rank hold IGBH as of Q3 2021.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 462 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2021, an estimated $12K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $12K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2021, filed 1 Nov 2021.