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NWAM LLC’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

NWAM LLC’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
2022
Q1 		– Sell
-13,351
Closed -$332K – 542
2021
Q4 		$332K Sell
13,351
-36,768
-73% -$926K 0.03% 396
2021
Q3 		$1.26M Buy
50,119
+21,836
+77% +$550K 0.11% 188
2021
Q2 		$717K Buy
28,283
+1,756
+7% +$44.4K 0.07% 250
2021
Q1 		$678K Buy
26,527
+10,590
+66% +$266K 0.07% 258
2020
Q4 		$398K Buy
+15,937
New +$385K 0.05% 307

Other funds holding IGBH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NWAM LLC's IGBH Position: Q1 2022 in Review

NWAM LLC sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2022, closing a stake of 13,351 shares — an estimated $332K sold.

NWAM LLC first reported a position in IGBH in Q4 2020 and held it in 5 quarters. The position peaked at $1.26M in Q3 2021. 51 funds tracked by Wall St. Rank hold IGBH as of Q1 2022.

  • NWAM LLC reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • NWAM LLC sold 13,351 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2022, an estimated $332K.
  • NWAM LLC first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
  • NWAM LLC's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $1.26M in Q3 2021.
  • 51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2022.

Based on NWAM LLC's 13F filing for Q1 2022, filed 12 May 2022.