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Blue Trust Inc’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Blue Trust Inc’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
-266
Closed -$19K – 2263
2023
Q1 		$19K Buy
+266
New +$19.1K ﹤0.01% 1377

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Blue Trust Inc's IGHG Position: Q2 2023 in Review

Blue Trust Inc sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2023, closing a stake of 266 shares — an estimated $19K sold.

Blue Trust Inc first reported a position in IGHG in Q1 2023 and held it in 1 quarter. The position peaked at $19K in Q1 2023. 52 funds tracked by Wall St. Rank hold IGHG as of Q2 2023.

  • Blue Trust Inc reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 266 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2023, an estimated $19K.
  • Blue Trust Inc first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2023 and held it in 1 quarter.
  • Blue Trust Inc's ProShares Investment Grade-Interest Rate Hedged position peaked at $19K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.