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

New Century 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
Q2 		– Sell
-3,168
Closed -$244K – 129
2025
Q1 		$244K Buy
+3,168
New +$247K 0.28% 109

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

New Century Financial Group's IGHG Position: Q2 2025 in Review

New Century Financial Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2025, closing a stake of 3,168 shares — an estimated $244K sold.

New Century Financial Group first reported a position in IGHG in Q1 2025 and held it in 1 quarter. The position peaked at $244K in Q1 2025. 64 funds tracked by Wall St. Rank hold IGHG as of Q2 2025.

  • New Century Financial Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 3,168 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2025, an estimated $244K.
  • New Century Financial Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2025 and held it in 1 quarter.
  • New Century Financial Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $244K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.