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

Sound Income Strategies’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 		$5.73M Sell
233,036
-3,699
-2% -$90.7K 0.26% 100
2026
Q1 		$5.74M Sell
236,735
-3,528
-1% -$86.3K 0.28% 99
2025
Q4 		$5.98M Sell
240,263
-1,505
-0.6% -$37K 0.28% 89
2025
Q3 		$5.94M Sell
241,768
-240
-0.1% -$5.84K 0.32% 82
2025
Q2 		$5.83M Sell
242,008
-2,374
-1% -$56.3K 0.33% 75
2025
Q1 		$5.87M Sell
244,382
-5,390
-2% -$131K 0.35% 75
2024
Q4 		$6.07M Buy
249,772
+8,934
+4% +$218K 0.38% 71
2024
Q3 		$5.85M Buy
240,838
+15,222
+7% +$366K 0.38% 68
2024
Q2 		$5.48M Buy
225,616
+10,857
+5% +$266K 0.34% 72
2024
Q1 		$5.28M Buy
214,759
+16,507
+8% +$403K 0.39% 67
2023
Q4 		$4.79M Buy
198,252
+7,725
+4% +$186K 0.4% 61
2023
Q3 		$4.56M Buy
190,527
+9,425
+5% +$225K 0.39% 60
2023
Q2 		$4.3M Buy
181,102
+9,576
+6% +$224K 0.44% 58
2023
Q1 		$4.01M Buy
171,526
+11,068
+7% +$261K 0.44% 62
2022
Q4 		$3.73M Buy
+160,458
New +$3.67M 0.47% 56

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
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 22.94% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sound Income Strategies's IGBH Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 1.6% in Q2 2026, selling an estimated $90.7K and leaving 233,036 shares worth $5.73M. The position accounts for 0.26% of the portfolio, ranked #100.

Sound Income Strategies first reported a position in IGBH in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.07M in Q4 2024. 20 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Sound Income Strategies held 233,036 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $5.73M as of Q2 2026.
  • Sound Income Strategies sold 3,699 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $90.7K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.26% of Sound Income Strategies's portfolio in Q2 2026, its #100 holding.
  • Sound Income Strategies first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Sound Income Strategies's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $6.07M in Q4 2024.
  • 20 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.