B. Riley Wealth Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+3,087
| New | +$242K | 0.01% | 778 |
|
|
2024
Q4 | $257K | Sell |
3,288
-888
| -21% | -$69.4K | 0.01% | 934 |
|
|
2024
Q3 | $324K | Buy |
4,176
+165
| +4% | +$12.8K | 0.01% | 918 |
|
|
2024
Q2 | $306K | Sell |
4,011
-8,812
| -69% | -$672K | 0.01% | 1028 |
|
|
2024
Q1 | $950K | Buy |
12,823
+85
| +0.7% | +$6.29K | 0.03% | 539 |
|
|
2023
Q4 | $960K | Sell |
12,738
-85
| -0.7% | -$6.41K | 0.03% | 541 |
|
|
2023
Q3 | $950K | Sell |
12,823
-310
| -2% | -$23K | 0.03% | 539 |
|
|
2023
Q2 | $956K | Buy |
13,133
+43
| +0.3% | +$3.13K | 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% | +$609K | 0.03% | 502 |
|
|
2022
Q3 | $477K | Buy |
6,978
+73
| +1% | +$4.99K | 0.01% | 775 |
|
|
2022
Q2 | $478K | Sell |
6,905
-200
| -3% | -$13.8K | 0.02% | 680 |
|
|
2022
Q1 | $514K | Sell |
7,105
-1,523
| -18% | -$110K | 0.02% | 734 |
|
|
2021
Q4 | $642K | Buy |
8,628
+916
| +12% | +$68.2K | 0.02% | 699 |
|
|
2021
Q3 | $584K | Buy |
+7,712
| New | +$584K | 0.02% | 709 |
|