AWA
IGHG icon

Acorn Wealth Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-647
Closed -$48K – 272
2018
Q2 		$48K Hold
647
– – 0.04% 279
2018
Q1 		$49K Hold
647
– – 0.04% 270
2017
Q4 		$50K Buy
+647
New +$49.8K 0.05% 258

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return

Acorn Wealth Advisors's IGHG Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2018, closing a stake of 647 shares — an estimated $48K sold.

Acorn Wealth Advisors first reported a position in IGHG in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q4 2017. 56 funds tracked by Wall St. Rank hold IGHG as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 647 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2018, an estimated $48K.
  • Acorn Wealth Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $50K in Q4 2017.
  • 56 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.