Braun-Bostich & Associates’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-436	Closed	-$33K	–	321
2018 Q3	$33K	Hold	436	–	–	0.03%	195
2018 Q2	$32K	Hold	436	–	–	0.03%	187
2018 Q1	$33K	Sell	436 -1,182	-73%	-$91.5K	0.03%	192
2017 Q4	$125K	Buy	+1,618	New	+$124K	0.11%	128

Other funds holding IGHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Braun-Bostich & Associates's IGHG Position: Q4 2018 in Review

Braun-Bostich & Associates sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2018, closing a stake of 436 shares — an estimated $33K sold.

Braun-Bostich & Associates first reported a position in IGHG in Q4 2017 and held it in 4 quarters. The position peaked at $125K in Q4 2017. 60 funds tracked by Wall St. Rank hold IGHG as of Q4 2018.

Braun-Bostich & Associates reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2018 after selling out during the quarter.
Braun-Bostich & Associates sold 436 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2018, an estimated $33K.
Braun-Bostich & Associates first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2017 and held it in 4 quarters.
Braun-Bostich & Associates's ProShares Investment Grade-Interest Rate Hedged position peaked at $125K in Q4 2017.
60 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2018.

Based on Braun-Bostich & Associates's 13F filing for Q4 2018, filed 8 Feb 2019.