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

Western 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
2023 Q2	–	Sell	-47,755	Closed	-$1.12M	–	659
2023 Q1	$1.12M	Buy	47,755 +1,929	+4%	+$45.5K	0.1%	213
2022 Q4	$1.06M	Sell	45,826 -245	-0.5%	-$5.61K	0.11%	208
2022 Q3	$1.04M	Buy	+46,071	New	+$1.06M	0.06%	297

Other funds holding IGBH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

SIS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

DWM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Western Wealth Management's IGBH Position: Q2 2023 in Review

Western Wealth Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2023, closing a stake of 47,755 shares — an estimated $1.12M sold.

Western Wealth Management first reported a position in IGBH in Q3 2022 and held it in 3 quarters. The position peaked at $1.12M in Q1 2023. 29 funds tracked by Wall St. Rank hold IGBH as of Q2 2023.

Western Wealth Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Western Wealth Management sold 47,755 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $1.12M.
Western Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q3 2022 and held it in 3 quarters.
Western Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $1.12M in Q1 2023.
29 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2023.

Based on Western Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.