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

CreativeOne Wealth’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
2022
Q2 		– Sell
-6,802
Closed -$491K – 751
2022
Q1 		$491K Buy
6,802
+1,783
+36% +$129K 0.03% 434
2021
Q4 		$373K Buy
+5,019
New +$376K 0.02% 533

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 $530B AUM 22.01% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth's IGHG Position: Q2 2022 in Review

CreativeOne Wealth sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2022, closing a stake of 6,802 shares — an estimated $491K sold.

CreativeOne Wealth first reported a position in IGHG in Q4 2021 and held it in 2 quarters. The position peaked at $491K in Q1 2022. 71 funds tracked by Wall St. Rank hold IGHG as of Q2 2022.

  • CreativeOne Wealth reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 6,802 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2022, an estimated $491K.
  • CreativeOne Wealth first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2021 and held it in 2 quarters.
  • CreativeOne Wealth's ProShares Investment Grade-Interest Rate Hedged position peaked at $491K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.