Baird Financial Group
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Baird Financial Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Baird Financial Group’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 		– Sell
-3,904
Closed -$282K – 1814
2022
Q1 		$282K Buy
3,904
+1,059
+37% +$76.9K ﹤0.01% 1639
2021
Q4 		$212K Sell
2,845
-1,469
-34% -$110K ﹤0.01% 1801
2021
Q3 		$326K Buy
4,314
+62
+1% +$4.69K ﹤0.01% 1634
2021
Q2 		$325K Buy
4,252
+44
+1% +$3.36K ﹤0.01% 1559
2021
Q1 		$324K Sell
4,208
-358
-8% -$27.1K ﹤0.01% 1490
2020
Q4 		$345K Sell
4,566
-2,147
-32% -$159K ﹤0.01% 1329
2020
Q3 		$480K Sell
6,713
-7,719
-53% -$556K ﹤0.01% 1167
2020
Q2 		$1.02M Sell
14,432
-3,168
-18% -$218K ﹤0.01% 926
2020
Q1 		$1.15M Buy
17,600
+1,017
+6% +$74.1K 0.01% 849
2019
Q4 		$1.28M Sell
16,583
-1,255
-7% -$95K ﹤0.01% 902
2019
Q3 		$1.33M Sell
17,838
-2,706
-13% -$202K 0.01% 902
2019
Q2 		$1.54M Buy
20,544
+2,649
+15% +$197K 0.01% 855
2019
Q1 		$1.33M Buy
17,895
+146
+0.8% +$10.7K 0.01% 775
2018
Q4 		$1.26M Buy
17,749
+5,067
+40% +$373K 0.01% 735
2018
Q3 		$961K Buy
+12,682
New +$950K 0.01% 864
2018
Q2 		– Sell
-12,202
Closed -$930K – 1294
2018
Q1 		$930K Buy
12,202
+3,825
+46% +$296K 0.01% 845
2017
Q4 		$645K Buy
8,377
+1,663
+25% +$128K ﹤0.01% 938
2017
Q3 		$517K Buy
+6,714
New +$511K ﹤0.01% 980
2015
Q3 		– Sell
-3,558
Closed -$272K – 1282
2015
Q2 		$272K Buy
+3,558
New +$275K ﹤0.01% 1145

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's IGHG Position: Q2 2022 in Review

Baird Financial Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2022, closing a stake of 3,904 shares — an estimated $282K sold.

Baird Financial Group first reported a position in IGHG in Q2 2015 and held it in 19 quarters. The position peaked at $1.54M in Q2 2019. 71 funds tracked by Wall St. Rank hold IGHG as of Q2 2022.

  • Baird Financial Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2022 after selling out during the quarter.
  • Baird Financial Group sold 3,904 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2022, an estimated $282K.
  • Baird Financial Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2015 and held it in 19 quarters.
  • Baird Financial Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.54M in Q2 2019.
  • 71 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2022.

Based on Baird Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.