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Van Hulzen Asset Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-23
Closed -$1.8K – 665
2024
Q4 		$1.8K Buy
+23
New +$1.79K ﹤0.01% 938

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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

Van Hulzen Asset Management's IGHG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2025, closing a stake of 23 shares — an estimated $1.8K sold.

Van Hulzen Asset Management first reported a position in IGHG in Q4 2024 and held it in 1 quarter. The position peaked at $1.8K in Q4 2024. 55 funds tracked by Wall St. Rank hold IGHG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 23 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2025, an estimated $1.8K.
  • Van Hulzen Asset Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.8K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.