Larry Mathis Financial Planning »

Proshares Invt Grade Etf etf/closed end shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Proshares Invt Grade Etf etf/closed end (IGHG) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning 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 Larry Mathis Financial Planning 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 Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 65k 78.42

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Proshares Invt Grade Etf etf/closed end

LPL Financial
Ameriprise Financial
Wells Fargo & Company
UBS Group
Larry Mathis Financial Planning
Stephens
NorthRock Partners
Advisor Group Holdings
Certified Advisory Corp
Elevation Capital Advisory
Citadel Advisors
Cetera Investment Advisers
Capital Advisors
Cambridge Investment Research Advisors
Envestnet Asset Management

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