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AFG Fiduciary Services’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

AFG Fiduciary Services’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
Q1 		– Sell
-296,165
Closed -$377K – 80
2022
Q4 		$377K Buy
+296,165
New +$20.7M 0.35% 46

Other funds holding IGHG

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AFG Fiduciary Services's IGHG Position: Q1 2023 in Review

AFG Fiduciary Services sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2023, closing a stake of 296,165 shares — an estimated $377K sold.

AFG Fiduciary Services first reported a position in IGHG in Q4 2022 and held it in 1 quarter. The position peaked at $377K in Q4 2022. 62 funds tracked by Wall St. Rank hold IGHG as of Q1 2023.

  • AFG Fiduciary Services reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2023 after selling out during the quarter.
  • AFG Fiduciary Services sold 296,165 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2023, an estimated $377K.
  • AFG Fiduciary Services first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2022 and held it in 1 quarter.
  • AFG Fiduciary Services's ProShares Investment Grade-Interest Rate Hedged position peaked at $377K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2023.

Based on AFG Fiduciary Services's 13F filing for Q1 2023, filed 4 May 2023.