Yeomans Consulting Group’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Yeomans Consulting Group’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
2025 Q4	$4.15M	Sell	168,508 -203,056	-55%	-$4.99M	1.22%	20
2025 Q3	$9.15M	Buy	371,564 +105,318	+40%	+$2.56M	3.16%	10
2025 Q2	$6.44M	Sell	266,246 -128,893	-33%	-$3.06M	2.66%	15
2025 Q1	$9.49M	Buy	395,139 +5,146	+1%	+$125K	3.67%	11
2024 Q4	$9.48M	Sell	389,993 -82,627	-17%	-$2.01M	3.55%	11
2024 Q3	$11.5M	Sell	472,620 -571,776	-55%	-$13.8M	4.29%	10
2024 Q2	$25.4M	Buy	1,044,396 +487,183	+87%	+$11.9M	9.8%	1
2024 Q1	$13.7M	Buy	+557,213	New	+$13.6M	6%	7

Other funds holding IGBH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Yeomans Consulting Group's IGBH Position: Q4 2025 in Review

Yeomans Consulting Group reduced its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) stake by 55% in Q4 2025, selling an estimated $4.99M and leaving 168,508 shares worth $4.15M. The position accounts for 1.22% of the portfolio, ranked #20.

Yeomans Consulting Group first reported a position in IGBH in Q1 2024 and has held it in 8 quarters since. The position peaked at $25.4M in Q2 2024. 47 funds tracked by Wall St. Rank hold IGBH as of Q4 2025.

Yeomans Consulting Group held 168,508 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $4.15M as of Q4 2025.
Yeomans Consulting Group sold 203,056 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2025, an estimated $4.99M.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up 1.22% of Yeomans Consulting Group's portfolio in Q4 2025, its #20 holding.
Yeomans Consulting Group first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Yeomans Consulting Group's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $25.4M in Q2 2024.
47 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.