Wealth Enhancement Advisory Services
IGBH icon

Wealth Enhancement Advisory Services’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-54,923
Closed -$1.36M – 3736
2025
Q4 		$1.36M Buy
54,923
+31,839
+138% +$783K ﹤0.01% 1764
2025
Q3 		$568K Buy
23,084
+10,333
+81% +$251K ﹤0.01% 2263
2025
Q2 		$308K Buy
+12,751
New +$302K ﹤0.01% 2616

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 $2.23B AUM 11.22% 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 $3.2B AUM 23.28% 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 $83.7B AUM 27.22% 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 $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's IGBH Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q1 2026, closing a stake of 54,923 shares — an estimated $1.36M sold.

Wealth Enhancement Advisory Services first reported a position in IGBH in Q2 2025 and held it in 3 quarters. The position peaked at $1.36M in Q4 2025. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 54,923 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q1 2026, an estimated $1.36M.
  • Wealth Enhancement Advisory Services first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $1.36M 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 Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.