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CX Institutional’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

CX Institutional’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
-254,671
Closed -$18.1M – 527
2022
Q4 		$18.1M Buy
254,671
+5,926
+2% +$415K 1.1% 20
2022
Q3 		$17M Buy
248,745
+120,295
+94% +$8.36M 1.18% 19
2022
Q2 		$8.88M Sell
128,450
-49,319
-28% -$3.5M 0.67% 35
2022
Q1 		$12.8M Buy
177,769
+12,524
+8% +$910K 1.03% 23
2021
Q4 		$12.3M Buy
165,245
+16,027
+11% +$1.2M 0.98% 20
2021
Q3 		$11.3M Buy
149,218
+8,616
+6% +$651K 0.92% 22
2021
Q2 		$10.8M Buy
140,602
+31,105
+28% +$2.37M 0.88% 27
2021
Q1 		$8.44M Buy
109,497
+8,191
+8% +$620K 0.75% 30
2020
Q4 		$7.65M Buy
101,306
+6,628
+7% +$490K 0.74% 32
2020
Q3 		$6.77M Buy
94,678
+30,997
+49% +$2.23M 0.73% 38
2020
Q2 		$4.5M Buy
63,681
+57,119
+870% +$3.92M 0.59% 37
2020
Q1 		$427K Buy
+6,562
New +$478K 0.07% 185

Other funds holding IGHG

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

CX Institutional's IGHG Position: Q1 2023 in Review

CX Institutional sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2023, closing a stake of 254,671 shares — an estimated $18.1M sold.

CX Institutional first reported a position in IGHG in Q1 2020 and held it in 12 quarters. The position peaked at $18.1M in Q4 2022. 62 funds tracked by Wall St. Rank hold IGHG as of Q1 2023.

  • CX Institutional reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2023 after selling out during the quarter.
  • CX Institutional sold 254,671 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2023, an estimated $18.1M.
  • CX Institutional first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2020 and held it in 12 quarters.
  • CX Institutional's ProShares Investment Grade-Interest Rate Hedged position peaked at $18.1M in Q4 2022.
  • 62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.