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

SignatureFD’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 Q2	–	Sell	-28	Closed	-$1K	–	3221
2022 Q1	$1K	Sell	28 -703	-96%	-$17K	﹤0.01%	3000
2021 Q4	$18K	Hold	731	–	–	﹤0.01%	1830
2021 Q3	$18K	Sell	731 -5	-0.7%	-$126	﹤0.01%	1805
2021 Q2	$19K	Buy	736 +210	+40%	+$5.32K	﹤0.01%	1736
2021 Q1	$13K	Sell	526 -347	-40%	-$8.7K	﹤0.01%	1742
2020 Q4	$22K	Buy	+873	New	+$21.1K	﹤0.01%	1421

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

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

SCA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SignatureFD's IGBH Position: Q2 2022 in Review

SignatureFD sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2022, closing a stake of 28 shares — an estimated $1K sold.

SignatureFD first reported a position in IGBH in Q4 2020 and held it in 6 quarters. The position peaked at $22K in Q4 2020. 39 funds tracked by Wall St. Rank hold IGBH as of Q2 2022.

SignatureFD reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
SignatureFD sold 28 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $1K.
SignatureFD first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
SignatureFD's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $22K in Q4 2020.
39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2022.

Based on SignatureFD's 13F filing for Q2 2022, filed 10 Aug 2022.