OneDigital Investment Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-69,737
| Closed | -$1.67M | – | 1481 |
|
2025
Q1 | $1.67M | Buy |
69,737
+10,915
| +19% | +$262K | 0.02% | 448 |
|
2024
Q4 | $1.43M | Buy |
58,822
+29,111
| +98% | +$708K | 0.02% | 518 |
|
2024
Q3 | $721K | Sell |
29,711
-2,631
| -8% | -$63.9K | 0.01% | 780 |
|
2024
Q2 | $785K | Sell |
32,342
-123
| -0.4% | -$2.99K | 0.01% | 712 |
|
2024
Q1 | $799K | Buy |
32,465
+19,617
| +153% | +$483K | 0.01% | 576 |
|
2023
Q4 | $311K | Buy |
+12,848
| New | +$311K | 0.01% | 898 |
|