Spire Wealth Management
IGBH icon

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
Q3 		$8.11K Sell
330
-47
-12% -$1.15K ﹤0.01% 1661
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Partners
Quantum Financial Partners Overland Park, Kansas $194M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
WJ Wealth Management
WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Spire Wealth Management's IGBH Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 12% in Q3 2026, selling an estimated $1.15K and leaving 330 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Spire Wealth Management first reported a position in IGBH in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.27K in Q2 2026. 29 funds tracked by Wall St. Rank hold IGBH as of Q3 2026.

  • Spire Wealth Management held 330 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $8.11K as of Q3 2026.
  • Spire Wealth Management sold 47 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2026, an estimated $1.15K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1661 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 9 quarters since.
  • Spire Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $9.27K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.