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

B. Riley Wealth Management’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
2022 Q2	$532	Buy	7,695 +158	+2%	+$11.2K	﹤0.01%	401
2022 Q1	$544K	Sell	7,537 -1,696	-18%	-$123K	0.04%	312
2021 Q4	$687K	Sell	9,233 -2,462	-21%	-$185K	0.05%	281
2021 Q3	$884K	Buy	+11,695	New	+$884K	0.07%	241

Other funds holding IGHG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

B. Riley Wealth Management's IGHG Position: Q2 2022 in Review

B. Riley Wealth Management increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 2.1% in Q2 2022, buying an estimated $11.2K and bringing the position to 7,695 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #401.

B. Riley Wealth Management first reported a position in IGHG in Q3 2021 and has held it in 4 quarters since. The position peaked at $884K in Q3 2021. 71 funds tracked by Wall St. Rank hold IGHG as of Q2 2022.

B. Riley Wealth Management held 7,695 shares of ProShares Investment Grade-Interest Rate Hedged worth $532 as of Q2 2022.
B. Riley Wealth Management bought 158 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2022, an estimated $11.2K.
ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #401 holding.
B. Riley Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2021 and has held it in 4 quarters since.
B. Riley Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $884K in Q3 2021.
71 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.