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B. Riley Wealth Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-3,087
Closed -$242K – 1133
2025
Q2 		$242K Buy
+3,087
New +$238K 0.01% 798
2024
Q4 		$257K Sell
3,288
-888
-21% -$69.1K 0.01% 934
2024
Q3 		$324K Buy
4,176
+165
+4% +$12.6K 0.01% 918
2024
Q2 		$306K Sell
4,011
-8,812
-69% -$675K 0.01% 1028
2024
Q1 		$950K Buy
12,823
+85
+0.7% +$6.48K 0.03% 539
2023
Q4 		$960K Sell
12,738
-85
-0.7% -$6.35K 0.03% 541
2023
Q3 		$950K Sell
12,823
-310
-2% -$22.7K 0.03% 539
2023
Q2 		$956K Buy
13,133
+43
+0.3% +$3.07K 0.02% 589
2023
Q1 		$940K Sell
13,090
-2,447
-16% -$176K 0.03% 555
2022
Q4 		$1.1M Buy
15,537
+8,559
+123% +$599K 0.03% 502
2022
Q3 		$477K Buy
6,978
+73
+1% +$5.08K 0.01% 775
2022
Q2 		$478K Sell
6,905
-200
-3% -$14.2K 0.02% 680
2022
Q1 		$514K Sell
7,105
-1,523
-18% -$111K 0.02% 734
2021
Q4 		$642K Buy
8,628
+916
+12% +$68.7K 0.02% 699
2021
Q3 		$584K Buy
+7,712
New +$583K 0.02% 709

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

B. Riley Wealth Advisors's IGHG Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2025, closing a stake of 3,087 shares — an estimated $242K sold.

B. Riley Wealth Advisors first reported a position in IGHG in Q3 2021 and held it in 15 quarters. The position peaked at $1.1M in Q4 2022. 61 funds tracked by Wall St. Rank hold IGHG as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,087 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2025, an estimated $242K.
  • B. Riley Wealth Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2021 and held it in 15 quarters.
  • B. Riley Wealth Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.1M in Q4 2022.
  • 61 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.