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Raymond James Financial Services Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$558K Buy
22,998
+395
+2% +$9.51K ﹤0.01% 2542
2024
Q2 		$549K Sell
22,603
-5,650
-20% -$138K ﹤0.01% 2467
2024
Q1 		$695K Buy
28,253
+12,660
+81% +$309K ﹤0.01% 2281
2023
Q4 		$377K Buy
15,593
+287
+2% +$6.9K ﹤0.01% 2587
2023
Q3 		$366K Buy
15,306
+4,357
+40% +$104K ﹤0.01% 2511
2023
Q2 		$260K Buy
+10,949
New +$256K ﹤0.01% 2762

Other funds holding IGBH

YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Raymond James Financial Services Advisors's IGBH Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 1.7% in Q3 2024, buying an estimated $9.51K and bringing the position to 22,998 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Raymond James Financial Services Advisors first reported a position in IGBH in Q2 2023 and has held it in 6 quarters since. The position peaked at $695K in Q1 2024. 36 funds tracked by Wall St. Rank hold IGBH as of Q3 2024.

  • Raymond James Financial Services Advisors held 22,998 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $558K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 395 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2024, an estimated $9.51K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2542 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • Raymond James Financial Services Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $695K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.