Golden State Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Golden State 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
2025 Q3	–	Sell	-21	Closed	-$1.65K	–	1681
2025 Q2	$1.65K	Buy	+21	New	+$1.62K	﹤0.01%	1378
2019 Q3	–	Sell	-33,698	Closed	-$2.53M	–	1102
2019 Q2	$2.53M	Sell	33,698 -4,652	-12%	-$346K	0.8%	25
2019 Q1	$2.84M	Buy	+38,350	New	+$2.81M	0.95%	23

Other funds holding IGHG

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Golden State Wealth Management's IGHG Position: Q3 2025 in Review

Golden State Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2025, closing a stake of 21 shares — an estimated $1.65K sold.

Golden State Wealth Management first reported a position in IGHG in Q1 2019 and held it in 3 quarters. The position peaked at $2.84M in Q1 2019. 61 funds tracked by Wall St. Rank hold IGHG as of Q3 2025.

Golden State Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2025 after selling out during the quarter.
Golden State Wealth Management sold 21 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2025, an estimated $1.65K.
Golden State Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $2.84M in Q1 2019.
61 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.