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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oppenheimer & Co's IGBH Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 126% in Q1 2026, buying an estimated $563K and bringing the position to 41,298 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #859.

Oppenheimer & Co first reported a position in IGBH in Q2 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Oppenheimer & Co held 41,298 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $999K as of Q1 2026.
  • Oppenheimer & Co bought 23,020 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $563K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #859 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 6 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.