Outlook Wealth Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Outlook Wealth Advisors’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
2022 Q4	–	Sell	-11,916	Closed	-$267K	–	184
2022 Q3	$267K	Sell	11,916 -311	-3%	-$7.18K	0.12%	152
2022 Q2	$282K	Sell	12,227 -818	-6%	-$19.3K	0.12%	154
2022 Q1	$314K	Sell	13,045 -79	-0.6%	-$1.91K	0.11%	156
2021 Q4	$326K	Sell	13,124 -782	-6%	-$19.7K	0.1%	161
2021 Q3	$350K	Sell	13,906 -1,313	-9%	-$33.1K	0.11%	166
2021 Q2	$386K	Buy	+15,219	New	+$385K	0.12%	165

Other funds holding IGBH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HWMA

Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

Outlook Wealth Advisors's IGBH Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2022, closing a stake of 11,916 shares — an estimated $267K sold.

Outlook Wealth Advisors first reported a position in IGBH in Q2 2021 and held it in 6 quarters. The position peaked at $386K in Q2 2021. 39 funds tracked by Wall St. Rank hold IGBH as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 11,916 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2022, an estimated $267K.
Outlook Wealth Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
Outlook Wealth Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $386K in Q2 2021.
39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.