V Wealth Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

V Wealth Advisors’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 Q1	–	Sell	-178,368	Closed	-$4.3M	–	342
2019 Q4	$4.3M	Hold	178,368	–	–	1.54%	10
2019 Q3	$4.3M	Sell	178,368 -2,002	-1%	-$48.6K	1.54%	10
2019 Q2	$4.45M	Sell	180,370 -6,365	-3%	-$157K	1.69%	10
2019 Q1	$4.68M	Buy	186,735 +3,064	+2%	+$75.1K	1.89%	9
2018 Q4	$4.45M	Buy	+183,671	New	+$4.65M	2.26%	8

Other funds holding IGBH

NAM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

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

DWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

V Wealth Advisors's IGBH Position: Q1 2020 in Review

V Wealth Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2020, closing a stake of 178,368 shares — an estimated $4.3M sold.

V Wealth Advisors first reported a position in IGBH in Q4 2018 and held it in 5 quarters. The position peaked at $4.68M in Q1 2019. 19 funds tracked by Wall St. Rank hold IGBH as of Q1 2020.

V Wealth Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
V Wealth Advisors sold 178,368 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2020, an estimated $4.3M.
V Wealth Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
V Wealth Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $4.68M in Q1 2019.
19 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.