Cetera Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Cetera Advisors’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
2024 Q1	$1.61M	Buy	21,051 +15,510	+280%	+$1.18M	0.01%	919
2023 Q4	$418K	Buy	+5,541	New	+$414K	0.01%	1230
2019 Q3	–	Sell	-15,480	Closed	-$1.16M	–	929
2019 Q2	$1.16M	Buy	15,480 +10,882	+237%	+$810K	0.05%	336
2019 Q1	$340K	Buy	+4,598	New	+$337K	0.02%	605

Other funds holding IGHG

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Cetera Advisors's IGHG Position: Q1 2024 in Review

Cetera Advisors increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 280% in Q1 2024, buying an estimated $1.18M and bringing the position to 21,051 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #919.

Cetera Advisors first reported a position in IGHG in Q1 2019 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold IGHG as of Q1 2024.

Cetera Advisors held 21,051 shares of ProShares Investment Grade-Interest Rate Hedged worth $1.61M as of Q1 2024.
Cetera Advisors bought 15,510 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2024, an estimated $1.18M.
ProShares Investment Grade-Interest Rate Hedged made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #919 holding.
Cetera Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2019 and has held it in 4 quarters since.
62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.