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Hyperion Partners’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Hyperion Partners’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
2024
Q3 		$362K Buy
4,702
+46
+1% +$3.51K 0.23% 46
2024
Q2 		$355K Buy
4,656
+1,916
+70% +$147K 0.25% 41
2024
Q1 		$210K Sell
2,740
-246
-8% -$18.7K 0.15% 67
2023
Q4 		$225K Buy
2,986
+38
+1% +$2.84K 0.18% 58
2023
Q3 		$218K Sell
2,948
-141
-5% -$10.3K 0.19% 60
2023
Q2 		$225K Sell
3,089
-95
-3% -$6.79K 0.19% 57
2023
Q1 		$229K Sell
3,184
-185
-5% -$13.3K 0.21% 55
2022
Q4 		$240K Buy
+3,369
New +$236K 0.23% 52

Other funds holding IGHG

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AssetMark Inc
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return