TI
IGHG icon

Tidal Investments’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Tidal Investments’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
-15,029
Closed -$1.15M – 1919
2024
Q3 		$1.15M Sell
15,029
-8,770
-37% -$669K 0.01% 923
2024
Q2 		$1.82M Buy
23,799
+2,015
+9% +$154K 0.02% 597
2024
Q1 		$1.67M Sell
21,784
-5,980
-22% -$456K 0.03% 619
2023
Q4 		$2.09M Buy
+27,764
New +$2.07M 0.05% 346

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tidal Investments's IGHG Position: Q4 2024 in Review

Tidal Investments sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2024, closing a stake of 15,029 shares — an estimated $1.15M sold.

Tidal Investments first reported a position in IGHG in Q4 2023 and held it in 4 quarters. The position peaked at $2.09M in Q4 2023. 60 funds tracked by Wall St. Rank hold IGHG as of Q4 2024.

  • Tidal Investments reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2024 after selling out during the quarter.
  • Tidal Investments sold 15,029 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2024, an estimated $1.15M.
  • Tidal Investments first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2023 and held it in 4 quarters.
  • Tidal Investments's ProShares Investment Grade-Interest Rate Hedged position peaked at $2.09M in Q4 2023.
  • 60 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2024.

Based on Tidal Investments's 13F filing for Q4 2024, filed 14 Feb 2025.