MFG
IGHG icon

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

Merit 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
2025
Q4 		– Sell
-2,794
Closed -$221K – 1989
2025
Q3 		$221K Sell
2,794
-2,451
-47% -$193K ﹤0.01% 1612
2025
Q2 		$411K Sell
5,245
-17,476
-77% -$1.35M ﹤0.01% 1187
2025
Q1 		$1.75M Sell
22,721
-1,597
-7% -$124K 0.03% 471
2024
Q4 		$1.9M Buy
+24,318
New +$1.89M 0.03% 364

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Merit Financial Group's IGHG Position: Q4 2025 in Review

Merit Financial Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2025, closing a stake of 2,794 shares — an estimated $221K sold.

Merit Financial Group first reported a position in IGHG in Q4 2024 and held it in 4 quarters. The position peaked at $1.9M in Q4 2024. 65 funds tracked by Wall St. Rank hold IGHG as of Q4 2025.

  • Merit Financial Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 2,794 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2025, an estimated $221K.
  • Merit Financial Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and held it in 4 quarters.
  • Merit Financial Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.9M in Q4 2024.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.