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Independence Bank of Kentucky’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Independence Bank of Kentucky’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
Q4 		– Sell
-200
Closed -$15.4K – 631
2024
Q3 		$15.4K Hold
200
– – ﹤0.01% 455
2024
Q2 		$15.3K Hold
200
– – ﹤0.01% 425
2024
Q1 		$15.3K Hold
200
– – ﹤0.01% 418
2023
Q4 		$15.1K Sell
200
-550
-73% -$41.1K 0.01% 397
2023
Q3 		$55.5K Sell
750
-15,525
-95% -$1.14M 0.02% 279
2023
Q2 		$1.18M Sell
16,275
-950
-6% -$67.9K 0.48% 66
2023
Q1 		$1.24M Sell
17,225
-1,850
-10% -$133K 0.54% 59
2022
Q4 		$1.36M Sell
19,075
-5,675
-23% -$397K 0.61% 50
2022
Q3 		$1.69M Sell
24,750
-16,125
-39% -$1.12M 0.83% 38
2022
Q2 		$2.83M Hold
40,875
– – 1.26% 17
2022
Q1 		$2.95M Sell
40,875
-100
-0.2% -$7.26K 1.17% 21
2021
Q4 		$3.05M Buy
40,975
+300
+0.7% +$22.5K 1.25% 20
2021
Q3 		$3.08M Buy
+40,675
New +$3.07M 1.33% 19

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independence Bank of Kentucky's IGHG Position: Q4 2024 in Review

Independence Bank of Kentucky sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2024, closing a stake of 200 shares — an estimated $15.4K sold.

Independence Bank of Kentucky first reported a position in IGHG in Q3 2021 and held it in 13 quarters. The position peaked at $3.08M in Q3 2021. 60 funds tracked by Wall St. Rank hold IGHG as of Q4 2024.

  • Independence Bank of Kentucky reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 200 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2024, an estimated $15.4K.
  • Independence Bank of Kentucky first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2021 and held it in 13 quarters.
  • Independence Bank of Kentucky's ProShares Investment Grade-Interest Rate Hedged position peaked at $3.08M in Q3 2021.
  • 60 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2024.

Based on Independence Bank of Kentucky's 13F filing for Q4 2024, filed 24 Jan 2025.