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Proshares Invt Grade Etf etf/closed end shares owned by GeoWealth Management

Quarter-by-quarter ownership of Proshares Invt Grade Etf etf/closed end (IGHG) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Proshares Invt Grade Etf etf/closed end

Tip: Access up to 7 years of quarterly data

All positions including Proshares Invt Grade Etf etf/closed end held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Proshares Invt Grade Etf etf/closed end by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.7M 73k 78.17
2024-09-30 $693 9 77.00
2023-09-30 $4.1M 55k 74.06

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Proshares Invt Grade Etf etf/closed end

Morgan Stanley
LPL Financial
Ameriprise Financial
Wells Fargo & Company
UBS Group
Stephens
Advisor Group Holdings
Assetmark
Citadel Advisors
Capital Advisors
Cetera Investment Advisers
Resources Investment Advisors
Envestnet Asset Management
Cambridge Investment Research Advisors
Steel Peak Wealth Management

View all funds holding Proshares Invt Grade Etf etf/closed end