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Trivant Custom Portfolio Group’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Trivant Custom Portfolio Group’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
2025
Q1 		– Sell
-318
Closed -$7.73K – 211
2024
Q4 		$7.73K Buy
+318
New +$7.75K ﹤0.01% 163

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Trivant Custom Portfolio Group's IGBH Position: Q1 2025 in Review

Trivant Custom Portfolio Group sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2025, closing a stake of 318 shares — an estimated $7.73K sold.

Trivant Custom Portfolio Group first reported a position in IGBH in Q4 2024 and held it in 1 quarter. The position peaked at $7.73K in Q4 2024. 37 funds tracked by Wall St. Rank hold IGBH as of Q1 2025.

  • Trivant Custom Portfolio Group reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 318 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2025, an estimated $7.73K.
  • Trivant Custom Portfolio Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Trivant Custom Portfolio Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $7.73K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2025, filed 21 Apr 2025.