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 Q2	–	Sell	-8,359	Closed	-$202K	–	51
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QFP

Quantum Financial Partners Overland Park, Kansas $196M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vista Cima Wealth Management's IGBH Position: Q2 2026 in Review

Vista Cima Wealth Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2026, closing a stake of 8,359 shares — an estimated $202K sold.

Vista Cima Wealth Management first reported a position in IGBH in Q4 2024 and held it in 6 quarters. The position peaked at $280K in Q4 2025. 51 funds tracked by Wall St. Rank hold IGBH as of Q2 2026.

Vista Cima Wealth Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Vista Cima Wealth Management sold 8,359 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2026, an estimated $202K.
Vista Cima Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Vista Cima Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $280K in Q4 2025.
51 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.