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

Tucker Asset 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
2024 Q3	–	Sell	-1,213	Closed	-$29.5K	–	1567
2024 Q2	$29.5K	Hold	1,213	–	–	0.01%	510
2024 Q1	$29.8K	Hold	1,213	–	–	0.01%	560
2023 Q4	$29.3K	Hold	1,213	–	–	0.01%	450
2023 Q3	$29K	Hold	1,213	–	–	0.01%	430
2023 Q2	$28.8K	Hold	1,213	–	–	0.01%	347
2023 Q1	$28.3K	Hold	1,213	–	–	0.01%	342
2022 Q4	$28.3K	Hold	1,213	–	–	0.01%	207
2022 Q3	$27.3K	Hold	1,213	–	–	0.01%	199
2022 Q2	$28K	Hold	1,213	–	–	0.01%	134
2022 Q1	$29.2K	Hold	1,213	–	–	0.01%	120
2021 Q4	$30.2K	Hold	1,213	–	–	0.01%	122
2021 Q3	$30.6K	Buy	+1,213	New	+$30.6K	0.01%	112

Other funds holding IGBH

YCG

Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Tucker Asset Management's IGBH Position: Q3 2024 in Review

Tucker Asset Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2024, closing a stake of 1,213 shares — an estimated $29.5K sold.

Tucker Asset Management first reported a position in IGBH in Q3 2021 and held it in 12 quarters. The position peaked at $30.6K in Q3 2021. 36 funds tracked by Wall St. Rank hold IGBH as of Q3 2024.

Tucker Asset Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 1,213 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q3 2024, an estimated $29.5K.
Tucker Asset Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2021 and held it in 12 quarters.
Tucker Asset Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $30.6K in Q3 2021.
36 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.