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

DHJJ Financial 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
2023
Q4 		– Sell
-591
Closed -$43.8K – 812
2023
Q3 		$43.8K Buy
+591
New +$43.3K 0.02% 258

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

DHJJ Financial Advisors's IGHG Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2023, closing a stake of 591 shares — an estimated $43.8K sold.

DHJJ Financial Advisors first reported a position in IGHG in Q3 2023 and held it in 1 quarter. The position peaked at $43.8K in Q3 2023. 58 funds tracked by Wall St. Rank hold IGHG as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 591 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2023, an estimated $43.8K.
  • DHJJ Financial Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $43.8K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.