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Advisor Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Advisor Group’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
2019
Q4 		$1.93M Buy
24,896
+4,169
+20% +$316K 0.01% 836
2019
Q3 		$1.54M Sell
20,727
-218
-1% -$16.3K 0.01% 890
2019
Q2 		$1.57M Buy
20,945
+50
+0.2% +$3.72K 0.01% 871
2019
Q1 		$1.55M Sell
20,895
-1,126
-5% -$82.5K 0.01% 828
2018
Q4 		$1.57M Buy
22,021
+4,581
+26% +$338K 0.02% 728
2018
Q3 		$1.32M Buy
17,440
+4,797
+38% +$359K 0.01% 825
2018
Q2 		$935K Buy
12,643
+3,095
+32% +$234K 0.01% 901
2018
Q1 		$728K Buy
9,548
+5,593
+141% +$433K 0.01% 1062
2017
Q4 		$305K Buy
3,955
+758
+24% +$58.3K ﹤0.01% 1682
2017
Q3 		$246K Buy
3,197
+1,380
+76% +$105K ﹤0.01% 1689
2017
Q2 		$139K Buy
1,817
+397
+28% +$30.1K ﹤0.01% 2051
2017
Q1 		$107K Sell
1,420
-794
-36% -$60.3K ﹤0.01% 2110
2016
Q4 		$169K Buy
2,214
+882
+66% +$66.1K ﹤0.01% 1678
2016
Q3 		$99K Buy
1,332
+201
+18% +$14.8K ﹤0.01% 2007
2016
Q2 		$81K Buy
+1,131
New +$82.7K ﹤0.01% 2073

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Advisor Group's IGHG Position: Q4 2019 in Review

Advisor Group increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 20% in Q4 2019, buying an estimated $316K and bringing the position to 24,896 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #836.

Advisor Group first reported a position in IGHG in Q2 2016 and has held it in 15 quarters since. 54 funds tracked by Wall St. Rank hold IGHG as of Q4 2019.

  • Advisor Group held 24,896 shares of ProShares Investment Grade-Interest Rate Hedged worth $1.93M as of Q4 2019.
  • Advisor Group bought 4,169 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2019, an estimated $316K.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.01% of Advisor Group's portfolio in Q4 2019, its #836 holding.
  • Advisor Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2016 and has held it in 15 quarters since.
  • 54 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.