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

WR Wealth Planners’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
2022
Q2 		– Sell
-49
Closed -$1.18K – 534
2022
Q1 		$1.18K Buy
+49
New +$1.18K ﹤0.01% 460

Other funds holding IGBH

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WR Wealth Planners's IGBH Position: Q2 2022 in Review

WR Wealth Planners sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2022, closing a stake of 49 shares — an estimated $1.18K sold.

WR Wealth Planners first reported a position in IGBH in Q1 2022 and held it in 1 quarter. The position peaked at $1.18K in Q1 2022. 39 funds tracked by Wall St. Rank hold IGBH as of Q2 2022.

  • WR Wealth Planners reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WR Wealth Planners sold 49 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2022, an estimated $1.18K.
  • WR Wealth Planners first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • WR Wealth Planners's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $1.18K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.