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Vista Cima Wealth Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Vista Cima Wealth 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
2026
Q1 		$202K Sell
8,359
-2,993
-26% -$73.2K 0.2% 47
2025
Q4 		$280K Buy
11,352
+53
+0.5% +$1.3K 0.23% 41
2025
Q3 		$278K Buy
11,299
+567
+5% +$13.8K 0.23% 69
2025
Q2 		$259K Buy
10,732
+316
+3% +$7.5K 0.24% 43
2025
Q1 		$250K Buy
10,416
+1,033
+11% +$25.2K 0.27% 42
2024
Q4 		$228K Buy
+9,383
New +$229K 0.24% 42

Other funds holding IGBH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vista Cima Wealth Management's IGBH Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 26% in Q1 2026, selling an estimated $73.2K and leaving 8,359 shares worth $202K. The position accounts for 0.2% of the portfolio, ranked #47.

Vista Cima Wealth Management first reported a position in IGBH in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q4 2025. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Vista Cima Wealth Management held 8,359 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $202K as of Q1 2026.
  • Vista Cima Wealth Management sold 2,993 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $73.2K.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.2% of Vista Cima Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Vista Cima Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Vista Cima Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $280K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.