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

Crewe 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
Q3 		– Sell
-129
Closed -$9.84K – 848
2024
Q2 		$9.84K Buy
+129
New +$9.88K ﹤0.01% 699

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Crewe Advisors's IGHG Position: Q3 2024 in Review

Crewe Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2024, closing a stake of 129 shares — an estimated $9.84K sold.

Crewe Advisors first reported a position in IGHG in Q2 2024 and held it in 1 quarter. The position peaked at $9.84K in Q2 2024. 59 funds tracked by Wall St. Rank hold IGHG as of Q3 2024.

  • Crewe Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 129 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2024, an estimated $9.84K.
  • Crewe Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2024 and held it in 1 quarter.
  • Crewe Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $9.84K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.