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

Spire Wealth Management’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 		$9.27K Buy
377
+3
+0.8% +$74 ﹤0.01% 1670
2026
Q1 		$9.04K Buy
374
+3
+0.8% +$73 ﹤0.01% 1647
2025
Q4 		$9.15K Buy
371
+4
+1% +$98 ﹤0.01% 1738
2025
Q3 		$9.03K Buy
367
+4
+1% +$97 ﹤0.01% 1785
2025
Q2 		$8.74K Buy
363
+4
+1% +$95 ﹤0.01% 1766
2025
Q1 		$8.61K Buy
359
+240
+202% +$5.85K ﹤0.01% 1880
2024
Q4 		$2.89K Hold
119
– – ﹤0.01% 2170
2024
Q3 		$2.89K Buy
+119
New +$2.86K ﹤0.01% 1927

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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 22.96% 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

Spire Wealth Management's IGBH Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 0.8% in Q2 2026, buying an estimated $74 and bringing the position to 377 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Spire Wealth Management first reported a position in IGBH in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

  • Spire Wealth Management held 377 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $9.27K as of Q2 2026.
  • Spire Wealth Management bought 3 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $74.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1670 holding.
  • Spire Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.