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

Southern Capital 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
2023 Q2	–	Sell	-201,643	Closed	-$4.71M	–	75
2023 Q1	$4.71M	Buy	201,643 +1,437	+0.7%	+$33.9K	3.49%	6
2022 Q4	$4.65M	Sell	200,206 -5,917	-3%	-$136K	3.6%	5
2022 Q3	$4.63M	Buy	206,123 +4,292	+2%	+$99.1K	3.78%	7
2022 Q2	$4.66M	Buy	201,831 +3,550	+2%	+$83.6K	3.69%	7
2022 Q1	$4.78M	Buy	198,281 +90,873	+85%	+$2.19M	3.27%	7
2021 Q4	$2.67M	Buy	+107,408	New	+$2.7M	1.65%	18

Other funds holding IGBH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Southern Capital Advisors's IGBH Position: Q2 2023 in Review

Southern Capital Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2023, closing a stake of 201,643 shares — an estimated $4.71M sold.

Southern Capital Advisors first reported a position in IGBH in Q4 2021 and held it in 6 quarters. The position peaked at $4.78M in Q1 2022. 29 funds tracked by Wall St. Rank hold IGBH as of Q2 2023.

Southern Capital Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Southern Capital Advisors sold 201,643 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $4.71M.
Southern Capital Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Southern Capital Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $4.78M in Q1 2022.
29 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2023.

Based on Southern Capital Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.