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

Foresight 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
2020 Q2	–	Sell	-34,596	Closed	-$2.25M	–	116
2020 Q1	$2.25M	Sell	34,596 -30,449	-47%	-$2.22M	1.55%	15
2019 Q4	$5.03M	Buy	65,045 +22,818	+54%	+$1.73M	3.1%	9
2019 Q3	$3.15M	Buy	42,227 +8,071	+24%	+$603K	2.27%	14
2019 Q2	$2.57M	Buy	34,156 +14,106	+70%	+$1.05M	1.94%	18
2019 Q1	$1.49M	Buy	+20,050	New	+$1.47M	1.29%	23

Other funds holding IGHG

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Foresight Wealth Management's IGHG Position: Q2 2020 in Review

Foresight Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2020, closing a stake of 34,596 shares — an estimated $2.25M sold.

Foresight Wealth Management first reported a position in IGHG in Q1 2019 and held it in 5 quarters. The position peaked at $5.03M in Q4 2019. 45 funds tracked by Wall St. Rank hold IGHG as of Q2 2020.

Foresight Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2020 after selling out during the quarter.
Foresight Wealth Management sold 34,596 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2020, an estimated $2.25M.
Foresight Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2019 and held it in 5 quarters.
Foresight Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $5.03M in Q4 2019.
45 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2020.

Based on Foresight Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.