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Advisornet Financial’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Advisornet Financial’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
2022
Q3 		– Sell
-204
Closed -$14K – 1939
2022
Q2 		$14K Hold
204
– – ﹤0.01% 1253
2022
Q1 		$15K Hold
204
– – ﹤0.01% 1326
2021
Q4 		$15K Hold
204
– – ﹤0.01% 1371
2021
Q3 		$15K Hold
204
– – ﹤0.01% 1338
2021
Q2 		$16K Hold
204
– – ﹤0.01% 1299
2021
Q1 		$16K Hold
204
– – ﹤0.01% 1244
2020
Q4 		$15K Hold
204
– – ﹤0.01% 1196
2020
Q3 		$15K Sell
204
-145
-42% -$10.4K ﹤0.01% 1169
2020
Q2 		$25K Buy
349
+1
+0.3% +$69 ﹤0.01% 1043
2020
Q1 		$23K Buy
348
+1
+0.3% +$73 ﹤0.01% 1029
2019
Q4 		$27K Buy
347
+2
+0.6% +$151 ﹤0.01% 1093
2019
Q3 		$26K Buy
345
+1
+0.3% +$75 ﹤0.01% 1115
2019
Q2 		$26K Buy
344
+1
+0.3% +$74 ﹤0.01% 985
2019
Q1 		$25K Buy
343
+2
+0.6% +$147 ﹤0.01% 937
2018
Q4 		$24K Buy
341
+1
+0.3% +$74 ﹤0.01% 889
2018
Q3 		$26K Buy
340
+1
+0.3% +$75 ﹤0.01% 892
2018
Q2 		$25K Buy
339
+2
+0.6% +$151 ﹤0.01% 889
2018
Q1 		$26K Buy
337
+1
+0.3% +$77 ﹤0.01% 869
2017
Q4 		$26K Buy
+336
New +$25.9K ﹤0.01% 808

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial's IGHG Position: Q3 2022 in Review

Advisornet Financial sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2022, closing a stake of 204 shares — an estimated $14K sold.

Advisornet Financial first reported a position in IGHG in Q4 2017 and held it in 19 quarters. The position peaked at $27K in Q4 2019. 66 funds tracked by Wall St. Rank hold IGHG as of Q3 2022.

  • Advisornet Financial reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2022 after selling out during the quarter.
  • Advisornet Financial sold 204 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2022, an estimated $14K.
  • Advisornet Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2017 and held it in 19 quarters.
  • Advisornet Financial's ProShares Investment Grade-Interest Rate Hedged position peaked at $27K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2022.

Based on Advisornet Financial's 13F filing for Q3 2022, filed 4 Oct 2022.