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

Principal Securities’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 		– Sell
-12,507
Closed -$302K – 1562
2026
Q1 		$302K Buy
12,507
+4,071
+48% +$99.6K ﹤0.01% 1195
2025
Q4 		$208K Buy
8,436
+1,117
+15% +$27.5K ﹤0.01% 1310
2025
Q3 		$180K Buy
7,319
+341
+5% +$8.3K ﹤0.01% 1336
2025
Q2 		$168K Sell
6,978
-4,834
-41% -$115K ﹤0.01% 1307
2025
Q1 		$287K Hold
11,812
– – 0.01% 997
2024
Q4 		$287K Sell
11,812
-574
-5% -$14K 0.01% 994
2024
Q3 		$301K Hold
12,386
– – 0.01% 931
2024
Q2 		$301K Buy
12,386
+2,240
+22% +$54.9K 0.01% 880
2024
Q1 		$250K Buy
10,146
+7,385
+267% +$180K 0.01% 930
2023
Q4 		$66.7K Buy
+2,761
New +$66.3K ﹤0.01% 1352

Other funds holding IGBH

QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Principal Securities's IGBH Position: Q2 2026 in Review

Principal Securities sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2026, closing a stake of 12,507 shares — an estimated $302K sold.

Principal Securities first reported a position in IGBH in Q4 2023 and held it in 10 quarters. The position peaked at $302K in Q1 2026. 24 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Principal Securities reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 12,507 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $302K.
  • Principal Securities first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Principal Securities's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $302K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.