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Financial Advocates Investment Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-9,220
Closed -$666K – 733
2022
Q1 		$666K Buy
9,220
+19
+0.2% +$1.38K 0.04% 387
2021
Q4 		$684K Buy
9,201
+33
+0.4% +$2.47K 0.04% 409
2021
Q3 		$693K Buy
9,168
+24
+0.3% +$1.81K 0.05% 395
2021
Q2 		$700K Sell
9,144
-387
-4% -$29.5K 0.05% 398
2021
Q1 		$735K Sell
9,531
-1,508
-14% -$114K 0.05% 391
2020
Q4 		$834K Buy
11,039
+20
+0.2% +$1.48K 0.06% 333
2020
Q3 		$788K Buy
11,019
+18
+0.2% +$1.3K 0.07% 289
2020
Q2 		$777K Sell
11,001
-779
-7% -$53.5K 0.07% 281
2020
Q1 		$767K Sell
11,780
-354
-3% -$25.8K 0.11% 214
2019
Q4 		$939K Buy
12,134
+20
+0.2% +$1.51K 0.1% 219
2019
Q3 		$903K Buy
12,114
+21
+0.2% +$1.57K 0.1% 201
2019
Q2 		$909K Sell
12,093
-76
-0.6% -$5.65K 0.11% 198
2019
Q1 		$902K Sell
12,169
-127
-1% -$9.3K 0.11% 196
2018
Q4 		$875K Buy
12,296
+25
+0.2% +$1.84K 0.12% 186
2018
Q3 		$930K Buy
12,271
+22
+0.2% +$1.65K 0.1% 199
2018
Q2 		$902K Buy
12,249
+1,488
+14% +$112K 0.11% 192
2018
Q1 		$820K Sell
10,761
-1,003
-9% -$77.6K 0.11% 198
2017
Q4 		$906K Buy
+11,764
New +$905K 0.12% 176

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 $58.2B AUM 22.78% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 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 $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's IGHG Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2022, closing a stake of 9,220 shares — an estimated $666K sold.

Financial Advocates Investment Management first reported a position in IGHG in Q4 2017 and held it in 18 quarters. The position peaked at $939K in Q4 2019. 71 funds tracked by Wall St. Rank hold IGHG as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,220 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2022, an estimated $666K.
  • Financial Advocates Investment Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2017 and held it in 18 quarters.
  • Financial Advocates Investment Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $939K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.