Accel Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-200	Closed	-$14.4K	–	497
2023 Q1	$14.4K	Hold	200	–	–	0.01%	796
2022 Q4	$14.2K	Hold	200	–	–	0.01%	629
2022 Q3	$14K	Hold	200	–	–	0.01%	659
2022 Q2	$14K	Hold	200	–	–	0.01%	628
2022 Q1	$15K	Hold	200	–	–	0.01%	621
2021 Q4	$15K	Hold	200	–	–	0.01%	625
2021 Q3	$15K	Hold	200	–	–	0.01%	554
2021 Q2	$15K	Sell	200 -250	-56%	-$19.1K	0.01%	608
2021 Q1	$35K	Hold	450	–	–	0.03%	384
2020 Q4	$34K	Buy	+450	New	+$33.3K	0.03%	378

Other funds holding IGHG

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Accel Wealth Management's IGHG Position: Q2 2023 in Review

Accel Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2023, closing a stake of 200 shares — an estimated $14.4K sold.

Accel Wealth Management first reported a position in IGHG in Q4 2020 and held it in 10 quarters. The position peaked at $35K in Q1 2021. 52 funds tracked by Wall St. Rank hold IGHG as of Q2 2023.

Accel Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 200 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2023, an estimated $14.4K.
Accel Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $35K in Q1 2021.
52 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.