Householder Group Estate & Retirement Specialist’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$4K	Buy	+49	New	+$3.52K	﹤0.01%	994
2022 Q4	–	Sell	-255	Closed	-$17K	–	680
2022 Q3	$17K	Buy	+255	New	+$17.7K	0.01%	609

Other funds holding IGHG

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IGHG Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2023: 49 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in IGHG as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in IGHG in Q3 2022 and has held it in 2 quarters since. The position peaked at $17K in Q3 2022. 62 funds tracked by Wall St. Rank hold IGHG as of Q1 2023.

Householder Group Estate & Retirement Specialist held 49 shares of ProShares Investment Grade-Interest Rate Hedged worth $4K as of Q1 2023.
ProShares Investment Grade-Interest Rate Hedged was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #994 holding.
Householder Group Estate & Retirement Specialist first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2022 and has held it in 2 quarters since.
Householder Group Estate & Retirement Specialist's ProShares Investment Grade-Interest Rate Hedged position peaked at $17K in Q3 2022.
62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.