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

Realta 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
2024 Q4	–	Sell	-47	Closed	-$3.66K	–	370
2024 Q3	$3.66K	Sell	47 -110	-70%	-$8.39K	﹤0.01%	327
2024 Q2	$12K	Hold	157	–	–	﹤0.01%	663
2024 Q1	$12K	Buy	+157	New	+$12K	﹤0.01%	681
2023 Q4	–	Sell	-155	Closed	-$11.3K	–	587
2023 Q3	$11.3K	Hold	155	–	–	﹤0.01%	670
2023 Q2	$11.3K	Buy	+155	New	+$11.1K	﹤0.01%	718
2023 Q1	–	Sell	-154	Closed	-$10.9K	–	597
2022 Q4	$10.9K	Buy	154 +1	+0.7%	+$70	﹤0.01%	709
2022 Q3	$10K	Buy	+153	New	+$10.6K	﹤0.01%	688
2020 Q1	–	Sell	-11	Closed	-$1K	–	810
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	1537
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	1549
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	1628
2019 Q1	$1K	Buy	+11	New	+$806	﹤0.01%	1280

Other funds holding IGHG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

ECA

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Realta Investment Advisors's IGHG Position: Q4 2024 in Review

Realta Investment Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2024, closing a stake of 47 shares — an estimated $3.66K sold.

Realta Investment Advisors first reported a position in IGHG in Q1 2019 and held it in 11 quarters. The position peaked at $12K in Q2 2024. 60 funds tracked by Wall St. Rank hold IGHG as of Q4 2024.

Realta Investment Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 47 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2024, an estimated $3.66K.
Realta Investment Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2019 and held it in 11 quarters.
Realta Investment Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $12K in Q2 2024.
60 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.