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

Retirement Group’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
Q1 		$14.7K Buy
598
+11
+2% +$269 0.01% 404
2023
Q4 		$14.2K Sell
587
-488
-45% -$11.7K 0.01% 400
2023
Q3 		$62.5K Buy
1,075
+511
+91% +$12.2K 0.03% 179
2023
Q2 		$13.4K Buy
564
+9
+2% +$210 0.01% 374
2023
Q1 		$13K Sell
555
-191
-26% -$4.5K 0.01% 359
2022
Q4 		$17K Buy
746
+8
+1% +$183 0.01% 296
2022
Q3 		$17K Buy
738
+6
+0.8% +$139 0.01% 195
2022
Q2 		$17K Sell
732
-402
-35% -$9.46K 0.01% 352
2022
Q1 		$27K Buy
1,134
+3
+0.3% +$72 0.01% 289
2021
Q4 		$28K Sell
1,131
-5,481
-83% -$138K 0.01% 280
2021
Q3 		$166K Buy
6,612
+13
+0.2% +$328 0.08% 130
2021
Q2 		$167K Buy
6,599
+16
+0.2% +$405 0.08% 128
2021
Q1 		$168K Buy
6,583
+16
+0.2% +$401 0.08% 148
2020
Q4 		$163K Buy
6,567
+18
+0.3% +$435 0.07% 141
2020
Q3 		$152K Buy
6,549
+17
+0.3% +$395 0.09% 143
2020
Q2 		$147K Buy
+6,532
New +$142K 0.09% 133
2019
Q4 		$110K Buy
+4,358
New +$107K 0.07% 158

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Retirement Group's IGBH Position: Q1 2024 in Review

Retirement Group increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 1.9% in Q1 2024, buying an estimated $269 and bringing the position to 598 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #404.

Retirement Group first reported a position in IGBH in Q4 2019 and has held it in 17 quarters since. The position peaked at $168K in Q1 2021. 38 funds tracked by Wall St. Rank hold IGBH as of Q1 2024.

  • Retirement Group held 598 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $14.7K as of Q1 2024.
  • Retirement Group bought 11 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2024, an estimated $269.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #404 holding.
  • Retirement Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $168K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.