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Concord Wealth Partners’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Concord Wealth Partners’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
-656
Closed -$46.6K – 1109
2022
Q4 		$46.6K Buy
+656
New +$45.9K 0.01% 387

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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

Concord Wealth Partners's IGHG Position: Q1 2023 in Review

Concord Wealth Partners sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2023, closing a stake of 656 shares — an estimated $46.6K sold.

Concord Wealth Partners first reported a position in IGHG in Q4 2022 and held it in 1 quarter. The position peaked at $46.6K in Q4 2022. 62 funds tracked by Wall St. Rank hold IGHG as of Q1 2023.

  • Concord Wealth Partners reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 656 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2023, an estimated $46.6K.
  • Concord Wealth Partners first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's ProShares Investment Grade-Interest Rate Hedged position peaked at $46.6K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.