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

Raymond James Financial’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 		$3.78M Buy
156,250
+49,823
+47% +$1.22M ﹤0.01% 2815
2025
Q4 		$2.62M Buy
106,427
+83,413
+362% +$2.05M ﹤0.01% 3062
2025
Q3 		$567K Sell
23,014
-2,579
-10% -$62.8K ﹤0.01% 4034
2025
Q2 		$617K Sell
25,593
-225
-0.9% -$5.34K ﹤0.01% 3879
2025
Q1 		$620K Sell
25,818
-2,073
-7% -$50.5K ﹤0.01% 3796
2024
Q4 		$678K Buy
+27,891
New +$680K ﹤0.01% 3714

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
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 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 $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial's IGBH Position: Q1 2026 in Review

Raymond James Financial increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 47% in Q1 2026, buying an estimated $1.22M and bringing the position to 156,250 shares worth $3.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Raymond James Financial first reported a position in IGBH in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Raymond James Financial held 156,250 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $3.78M as of Q1 2026.
  • Raymond James Financial bought 49,823 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.22M.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2815 holding.
  • Raymond James Financial first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.