CAAS
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Capital Asset Advisory Services’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Capital Asset Advisory 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
2019
Q4 		– Sell
-3,099
Closed -$231K – 595
2019
Q3 		$231K Buy
+3,099
New +$231K 0.15% 107
2019
Q2 		– Sell
-24,740
Closed -$1.83M – 113
2019
Q1 		$1.83M Sell
24,740
-8,028
-24% -$588K 2.37% 8
2018
Q4 		$2.33M Buy
+32,768
New +$2.42M 2.23% 7

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 $501B 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 $93.1B AUM 61.18% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return