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Avantax Advisory Services’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Avantax Advisory Services’s Portfolio IGHG Stock Details IGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$257K Buy
3,284
+43
+1% +$3.31K ﹤0.01% 2032
2025
Q1 		$249K Buy
+3,241
New +$252K ﹤0.01% 1955

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's IGHG Position: Q2 2025 in Review

Avantax Advisory Services increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 1.3% in Q2 2025, buying an estimated $3.31K and bringing the position to 3,284 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Avantax Advisory Services first reported a position in IGHG in Q1 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold IGHG as of Q2 2025.

  • Avantax Advisory Services held 3,284 shares of ProShares Investment Grade-Interest Rate Hedged worth $257K as of Q2 2025.
  • Avantax Advisory Services bought 43 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2025, an estimated $3.31K.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2032 holding.
  • Avantax Advisory Services first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.