Stifel Financial
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Stifel Financial’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Stifel Financial’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
2024
Q4 		– Sell
-15,962
Closed -$387K – 3433
2024
Q3 		$387K Buy
15,962
+367
+2% +$8.83K ﹤0.01% 2822
2024
Q2 		$379K Buy
15,595
+260
+2% +$6.37K ﹤0.01% 2795
2024
Q1 		$377K Sell
15,335
-366
-2% -$8.94K ﹤0.01% 2770
2023
Q4 		$379K Sell
15,701
-7,507
-32% -$180K ﹤0.01% 2713
2023
Q3 		$556K Sell
23,208
-1,898
-8% -$45.3K ﹤0.01% 2439
2023
Q2 		$597K Buy
25,106
+537
+2% +$12.5K ﹤0.01% 2413
2023
Q1 		$574K Sell
24,569
-99,797
-80% -$2.35M ﹤0.01% 2434
2022
Q4 		$2.89M Sell
124,366
-17,485
-12% -$400K ﹤0.01% 1280
2022
Q3 		$3.18M Sell
141,851
-25,843
-15% -$597K 0.01% 1183
2022
Q2 		$3.87M Buy
167,694
+25,645
+18% +$604K 0.01% 1096
2022
Q1 		$3.42M Buy
142,049
+4,439
+3% +$107K ﹤0.01% 1260
2021
Q4 		$3.42M Buy
137,610
+13,860
+11% +$349K ﹤0.01% 1273
2021
Q3 		$3.11M Buy
123,750
+19,377
+19% +$488K ﹤0.01% 1290
2021
Q2 		$2.65M Sell
104,373
-6,182
-6% -$156K ﹤0.01% 1428
2021
Q1 		$2.83M Buy
110,555
+40,884
+59% +$1.03M ﹤0.01% 1299
2020
Q4 		$1.74M Buy
69,671
+13,707
+24% +$331K ﹤0.01% 1470
2020
Q3 		$1.3M Buy
55,964
+3,566
+7% +$82.8K ﹤0.01% 1463
2020
Q2 		$1.18M Sell
52,398
-10,956
-17% -$239K ﹤0.01% 1447
2020
Q1 		$1.31M Buy
63,354
+1,248
+2% +$29.2K ﹤0.01% 1267
2019
Q4 		$1.57M Buy
62,106
+10,533
+20% +$259K ﹤0.01% 1503
2019
Q3 		$1.24M Buy
51,573
+5,047
+11% +$123K ﹤0.01% 1616
2019
Q2 		$1.14M Buy
46,526
+140
+0.3% +$3.45K ﹤0.01% 1717
2019
Q1 		$1.14M Buy
46,386
+2,127
+5% +$52.2K ﹤0.01% 1571
2018
Q4 		$1.06M Sell
44,259
-150
-0.3% -$3.8K ﹤0.01% 1484
2018
Q3 		$1.17M Buy
44,409
+22,556
+103% +$586K ﹤0.01% 1574
2018
Q2 		$568K Buy
21,853
+2,940
+16% +$76.5K ﹤0.01% 1959
2018
Q1 		$499K Buy
18,913
+2,116
+13% +$56.2K ﹤0.01% 1979
2017
Q4 		$445K Buy
16,797
+3,181
+23% +$82.7K ﹤0.01% 1981
2017
Q3 		$353K Buy
13,616
+2,457
+22% +$62.6K ﹤0.01% 2078
2017
Q2 		$287K Buy
11,159
+2,926
+36% +$73.5K ﹤0.01% 2156
2017
Q1 		$208K Buy
+8,233
New +$206K ﹤0.01% 2299

Other funds holding IGBH

YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Stifel Financial's IGBH Position: Q4 2024 in Review

Stifel Financial sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2024, closing a stake of 15,962 shares — an estimated $387K sold.

Stifel Financial first reported a position in IGBH in Q1 2017 and held it in 31 quarters. The position peaked at $3.87M in Q2 2022. 36 funds tracked by Wall St. Rank hold IGBH as of Q4 2024.

  • Stifel Financial reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 15,962 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2024, an estimated $387K.
  • Stifel Financial first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2017 and held it in 31 quarters.
  • Stifel Financial's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $3.87M in Q2 2022.
  • 36 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.