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

Independent 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 Q1	–	Sell	-8,323	Closed	-$619K	–	805
2021 Q4	$619K	Buy	8,323 +1,550	+23%	+$116K	0.05%	364
2021 Q3	$512K	Sell	6,773 -100	-1%	-$7.56K	0.05%	356
2021 Q2	$526K	Buy	6,873 +1,438	+26%	+$110K	0.06%	353
2021 Q1	$419K	Hold	5,435	–	–	0.05%	374
2020 Q4	$411K	Hold	5,435	–	–	0.06%	346
2020 Q3	$389K	Buy	5,435 +550	+11%	+$39.6K	0.07%	295
2020 Q2	$345K	Buy	+4,885	New	+$335K	0.08%	288

Other funds holding IGHG

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Independent Financial Group's IGHG Position: Q1 2022 in Review

Independent Financial Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2022, closing a stake of 8,323 shares — an estimated $619K sold.

Independent Financial Group first reported a position in IGHG in Q2 2020 and held it in 7 quarters. The position peaked at $619K in Q4 2021. 81 funds tracked by Wall St. Rank hold IGHG as of Q1 2022.

Independent Financial Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2022 after selling out during the quarter.
Independent Financial Group sold 8,323 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2022, an estimated $619K.
Independent Financial Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2020 and held it in 7 quarters.
Independent Financial Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $619K in Q4 2021.
81 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.