Oppenheimer & Co’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Oppenheimer & Co’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	$698K	Sell	28,393 -4,780	-14%	-$117K	0.01%	1077
2026 Q2	$815K	Sell	33,173 -8,125	-20%	-$199K	0.01%	1029
2026 Q1	$999K	Buy	41,298 +23,020	+126%	+$563K	0.01%	859
2025 Q4	$450K	Buy	+18,278	New	+$449K	0.01%	1111
2025 Q2	–	Sell	-9,640	Closed	-$231K	–	1652
2025 Q1	$231K	Sell	9,640 -1,850	-16%	-$45.1K	﹤0.01%	1393
2024 Q4	$279K	Sell	11,490 -170	-1%	-$4.14K	﹤0.01%	1302
2024 Q3	$283K	Sell	11,660 -715	-6%	-$17.2K	﹤0.01%	1266
2024 Q2	$300K	Buy	+12,375	New	+$303K	﹤0.01%	1189

Other funds holding IGBH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quantum Financial Partners Overland Park, Kansas $194M AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Oppenheimer & Co's IGBH Position: Q3 2026 in Review

Oppenheimer & Co reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 14% in Q3 2026, selling an estimated $117K and leaving 28,393 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #1077.

Oppenheimer & Co first reported a position in IGBH in Q2 2024 and has held it in 8 quarters since. The position peaked at $999K in Q1 2026. 27 funds tracked by Wall St. Rank hold IGBH as of Q3 2026.

Oppenheimer & Co held 28,393 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $698K as of Q3 2026.
Oppenheimer & Co sold 4,780 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $117K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1077 holding.
Oppenheimer & Co first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Oppenheimer & Co's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $999K in Q1 2026.
27 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.