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Trademark Financial Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Trademark Financial Management’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
Q3 		– Sell
-2,664
Closed -$209K – 95
2025
Q2 		$209K Sell
2,664
-4,252
-61% -$328K 0.13% 86
2025
Q1 		$532K Buy
6,916
+260
+4% +$20.2K 0.41% 51
2024
Q4 		$520K Buy
+6,656
New +$518K 0.41% 49

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Trademark Financial Management's IGHG Position: Q3 2025 in Review

Trademark Financial Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2025, closing a stake of 2,664 shares — an estimated $209K sold.

Trademark Financial Management first reported a position in IGHG in Q4 2024 and held it in 3 quarters. The position peaked at $532K in Q1 2025. 61 funds tracked by Wall St. Rank hold IGHG as of Q3 2025.

  • Trademark Financial Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2025 after selling out during the quarter.
  • Trademark Financial Management sold 2,664 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2025, an estimated $209K.
  • Trademark Financial Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and held it in 3 quarters.
  • Trademark Financial Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $532K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2025.

Based on Trademark Financial Management's 13F filing for Q3 2025, filed 17 Oct 2025.