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 Q3	$526K	Buy	21,391 +8,571	+67%	+$210K	﹤0.01%	3605
2026 Q2	$315K	Buy	12,820 +2,123	+20%	+$52.1K	﹤0.01%	4049
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 New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

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

Osaic Holdings's IGBH Position: Q3 2026 in Review

Osaic Holdings increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 67% in Q3 2026, buying an estimated $210K and bringing the position to 21,391 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Osaic Holdings first reported a position in IGBH in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.11M in Q4 2022. 44 funds tracked by Wall St. Rank hold IGBH as of Q3 2026.

Osaic Holdings held 21,391 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $526K as of Q3 2026.
Osaic Holdings bought 8,571 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $210K.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #3605 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 27 quarters since.
Osaic Holdings's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $2.11M in Q4 2022.
44 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.