Osaic Holdings
IGBH icon

Osaic Holdings’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Osaic Holdings’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 		$259K Buy
10,697
+654
+7% +$16K ﹤0.01% 3934
2025
Q4 		$247K Sell
10,043
-991
-9% -$24.4K ﹤0.01% 3979
2025
Q3 		$270K Sell
11,034
-1,091
-9% -$26.5K ﹤0.01% 3970
2025
Q2 		$292K Buy
12,125
+2,336
+24% +$55.4K ﹤0.01% 3623
2025
Q1 		$235K Buy
9,789
+529
+6% +$12.9K ﹤0.01% 3499
2024
Q4 		$225K Buy
9,260
+654
+8% +$15.9K ﹤0.01% 3490
2024
Q3 		$209K Buy
8,606
+728
+9% +$17.5K ﹤0.01% 3614
2024
Q2 		$191K Sell
7,878
-2,752
-26% -$67.4K ﹤0.01% 3599
2024
Q1 		$261K Sell
10,630
-3,130
-23% -$76.5K ﹤0.01% 3465
2023
Q4 		$333K Buy
13,760
+727
+6% +$17.5K ﹤0.01% 3516
2023
Q3 		$312K Buy
13,033
+10,581
+432% +$252K ﹤0.01% 3651
2023
Q2 		$58.3K Sell
2,452
-2,897
-54% -$67.7K ﹤0.01% 4839
2023
Q1 		$125K Sell
5,349
-85,434
-94% -$2.01M ﹤0.01% 4255
2022
Q4 		$2.11M Buy
90,783
+18,636
+26% +$427K ﹤0.01% 1714
2022
Q3 		$1.62M Buy
72,147
+26,227
+57% +$606K ﹤0.01% 1784
2022
Q2 		$1.06M Buy
45,920
+42,285
+1,163% +$996K ﹤0.01% 2206
2022
Q1 		$87K Sell
3,635
-45,971
-93% -$1.11M ﹤0.01% 4692
2021
Q4 		$1.23M Buy
49,606
+21,561
+77% +$543K ﹤0.01% 2198
2021
Q3 		$706K Sell
28,045
-17,239
-38% -$434K ﹤0.01% 2672
2021
Q2 		$1.15M Buy
45,284
+15,647
+53% +$396K ﹤0.01% 2225
2021
Q1 		$757K Buy
29,637
+8,245
+39% +$207K ﹤0.01% 2470
2020
Q4 		$534K Buy
21,392
+3,400
+19% +$82.2K ﹤0.01% 2581
2020
Q3 		$418K Hold
17,992
– – ﹤0.01% 2596
2020
Q2 		$404K Hold
17,992
– – ﹤0.01% 2528
2020
Q1 		$373K Buy
+17,992
New +$421K ﹤0.01% 2336

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 $3.2B AUM 23.28% 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 $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings's IGBH Position: Q1 2026 in Review

Osaic Holdings increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 6.5% in Q1 2026, buying an estimated $16K and bringing the position to 10,697 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #3934.

Osaic Holdings first reported a position in IGBH in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q4 2022. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Osaic Holdings held 10,697 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $259K as of Q1 2026.
  • Osaic Holdings bought 654 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $16K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3934 holding.
  • Osaic Holdings first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $2.11M in Q4 2022.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.