OneDigital Investment Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

OneDigital Investment Advisors’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	-23,997	Closed	-$1.9M	–	1550
2025 Q3	$1.9M	Sell	23,997 -374	-2%	-$29.4K	0.02%	451
2025 Q2	$1.91M	Sell	24,371 -6,930	-22%	-$534K	0.02%	442
2025 Q1	$2.41M	Buy	31,301 +8,381	+37%	+$652K	0.03%	359
2024 Q4	$1.79M	Buy	22,920 +13,245	+137%	+$1.03M	0.02%	451
2024 Q3	$745K	Sell	9,675 -848	-8%	-$64.7K	0.01%	769
2024 Q2	$803K	Sell	10,523 -41	-0.4%	-$3.14K	0.01%	697
2024 Q1	$808K	Buy	10,564 +6,223	+143%	+$474K	0.01%	570
2023 Q4	$327K	Buy	+4,341	New	+$324K	0.01%	880

Other funds holding IGHG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneDigital Investment Advisors's IGHG Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2025, closing a stake of 23,997 shares — an estimated $1.9M sold.

OneDigital Investment Advisors first reported a position in IGHG in Q4 2023 and held it in 8 quarters. The position peaked at $2.41M in Q1 2025. 66 funds tracked by Wall St. Rank hold IGHG as of Q4 2025.

OneDigital Investment Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 23,997 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2025, an estimated $1.9M.
OneDigital Investment Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2023 and held it in 8 quarters.
OneDigital Investment Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $2.41M in Q1 2025.
66 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.