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

Snowden Capital 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 Q1	–	Sell	-3,000	Closed	-$235K	–	1232
2024 Q4	$235K	Buy	+3,000	New	+$233K	0.01%	1093
2024 Q3	–	Sell	-13,335	Closed	-$1.02M	–	1236
2024 Q2	$1.02M	Hold	13,335	–	–	0.03%	500
2024 Q1	$1.02M	Buy	13,335 +575	+5%	+$43.8K	0.03%	499
2023 Q4	$962K	Buy	12,760 +8,900	+231%	+$665K	0.04%	453
2023 Q3	$286K	Sell	3,860 -1,487	-28%	-$109K	0.01%	881
2023 Q2	$389K	Sell	5,347 -1,290	-19%	-$92.2K	0.01%	850
2023 Q1	$477K	Buy	+6,637	New	+$477K	0.02%	753

Other funds holding IGHG

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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

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

Snowden Capital Advisors's IGHG Position: Q1 2025 in Review

Snowden Capital Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2025, closing a stake of 3,000 shares — an estimated $235K sold.

Snowden Capital Advisors first reported a position in IGHG in Q1 2023 and held it in 7 quarters. The position peaked at $1.02M in Q1 2024. 55 funds tracked by Wall St. Rank hold IGHG as of Q1 2025.

Snowden Capital Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2025 after selling out during the quarter.
Snowden Capital Advisors sold 3,000 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2025, an estimated $235K.
Snowden Capital Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2023 and held it in 7 quarters.
Snowden Capital Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.02M in Q1 2024.
55 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2025.

Based on Snowden Capital Advisors's 13F filing for Q1 2025, filed 14 May 2025.