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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFP

Quantum Financial Partners Overland Park, Kansas $196M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oppenheimer & Co's IGBH Position: Q2 2026 in Review

Oppenheimer & Co reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 20% in Q2 2026, selling an estimated $199K and leaving 33,173 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #1029.

Oppenheimer & Co first reported a position in IGBH in Q2 2024 and has held it in 7 quarters since. The position peaked at $999K in Q1 2026. 50 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

Oppenheimer & Co held 33,173 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $815K as of Q2 2026.
Oppenheimer & Co sold 8,125 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $199K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1029 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 7 quarters since.
Oppenheimer & Co's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $999K in Q1 2026.
50 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.