OneDigital Investment Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

OneDigital Investment Advisors’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
2025 Q2	–	Sell	-69,737	Closed	-$1.67M	–	1482
2025 Q1	$1.67M	Buy	69,737 +10,915	+19%	+$266K	0.02%	448
2024 Q4	$1.43M	Buy	58,822 +29,111	+98%	+$710K	0.02%	518
2024 Q3	$721K	Sell	29,711 -2,631	-8%	-$63.3K	0.01%	780
2024 Q2	$785K	Sell	32,342 -123	-0.4%	-$3.01K	0.01%	712
2024 Q1	$799K	Buy	32,465 +19,617	+153%	+$479K	0.01%	576
2023 Q4	$311K	Buy	+12,848	New	+$309K	0.01%	898

Other funds holding IGBH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YCG

Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OneDigital Investment Advisors's IGBH Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2025, closing a stake of 69,737 shares — an estimated $1.67M sold.

OneDigital Investment Advisors first reported a position in IGBH in Q4 2023 and held it in 6 quarters. The position peaked at $1.67M in Q1 2025. 38 funds tracked by Wall St. Rank hold IGBH as of Q2 2025.

OneDigital Investment Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 69,737 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2025, an estimated $1.67M.
OneDigital Investment Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
OneDigital Investment Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $1.67M in Q1 2025.
38 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.