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

Elmwood Wealth Management’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 Q1	–	Sell	-13,862	Closed	-$1.03M	–	201
2021 Q4	$1.03M	Buy	+13,862	New	+$1.04M	0.49%	67
2021 Q2	$1M	Buy	+13,082	New	+$998K	0.53%	66
2020 Q2	–	Sell	-1,000	Closed	-$76.2K	–	295
2020 Q1	$76.2K	Buy	+1,000	New	+$72.9K	0.07%	111
2018 Q4	–	Sell	-13,980	Closed	-$1.06M	–	297
2018 Q3	$1.06M	Buy	13,980 +700	+5%	+$52.4K	0.88%	43
2018 Q2	$982K	Buy	13,280 +12,280	+1,228%	+$927K	0.89%	40
2018 Q1	$76.2K	Buy	+1,000	New	+$77.4K	0.07%	111

Other funds holding IGHG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Elmwood Wealth Management's IGHG Position: Q1 2022 in Review

Elmwood Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2022, closing a stake of 13,862 shares — an estimated $1.03M sold.

Elmwood Wealth Management first reported a position in IGHG in Q1 2018 and held it in 6 quarters. The position peaked at $1.06M in Q3 2018. 81 funds tracked by Wall St. Rank hold IGHG as of Q1 2022.

Elmwood Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 13,862 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2022, an estimated $1.03M.
Elmwood Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2018 and held it in 6 quarters.
Elmwood Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.06M in Q3 2018.
81 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.