Steward Partners Investment Advisory’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Steward Partners Investment Advisory’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
2020 Q3	–	Sell	-959	Closed	-$22K	–	2792
2020 Q2	$22K	Hold	959	–	–	﹤0.01%	1734
2020 Q1	$19K	Hold	959	–	–	﹤0.01%	1627
2019 Q4	$24K	Hold	959	–	–	﹤0.01%	1713
2019 Q3	$23K	Buy	+959	New	+$23.3K	﹤0.01%	1678

Other funds holding IGBH

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

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

DWM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Steward Partners Investment Advisory's IGBH Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2020, closing a stake of 959 shares — an estimated $22K sold.

Steward Partners Investment Advisory first reported a position in IGBH in Q3 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 15 funds tracked by Wall St. Rank hold IGBH as of Q3 2020.

Steward Partners Investment Advisory reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 959 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2020, an estimated $22K.
Steward Partners Investment Advisory first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2019 and held it in 4 quarters.
Steward Partners Investment Advisory's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $24K in Q4 2019.
15 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.