WJ Wealth Management
IGBH icon

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

WJ 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
Q3 		$748K Buy
+30,437
New +$745K 0.3% 52
2022
Q1 		– Sell
-71,488
Closed -$1.78M – 53
2021
Q4 		$1.78M Sell
71,488
-153,563
-68% -$3.87M 1.06% 21
2021
Q3 		$5.66M Buy
225,051
+204,570
+999% +$5.15M 3.76% 9
2021
Q2 		$519K Buy
+20,481
New +$518K 1.61% 17

Other funds holding IGBH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Partners
Quantum Financial Partners Overland Park, Kansas $194M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WJ Wealth Management's IGBH Position: Q3 2026 in Review

WJ Wealth Management opened a new position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q3 2026: 30,437 shares worth $748K. The stake represents 0.3% of the portfolio and ranks #52 among its holdings. This is a return to the name: WJ Wealth Management previously reported a position in IGBH as recently as Q4 2021.

WJ Wealth Management first reported a position in IGBH in Q2 2021 and has held it in 4 quarters since. The position peaked at $5.66M in Q3 2021. 27 funds tracked by Wall St. Rank hold IGBH as of Q3 2026.

  • WJ Wealth Management held 30,437 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $748K as of Q3 2026.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF was a new WJ Wealth Management position in Q3 2026.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 0.3% of WJ Wealth Management's portfolio in Q3 2026, its #52 holding.
  • WJ Wealth Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q2 2021 and has held it in 4 quarters since.
  • WJ Wealth Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $5.66M in Q3 2021.
  • 27 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.