Fortress Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $426K | Buy |
5,437
+44
| +0.8% | +$3.45K | 0.21% | 54 |
|
2025
Q1 | $415K | Sell |
5,393
-1,253
| -19% | -$96.3K | 0.22% | 52 |
|
2024
Q4 | $519K | Sell |
6,646
-454
| -6% | -$35.5K | 0.25% | 47 |
|
2024
Q3 | $547K | Sell |
7,100
-156
| -2% | -$12K | 0.27% | 47 |
|
2024
Q2 | $554K | Buy |
7,256
+32
| +0.4% | +$2.44K | 0.28% | 47 |
|
2024
Q1 | $553K | Sell |
7,224
-2,025
| -22% | -$155K | 0.28% | 47 |
|
2023
Q4 | $697K | Sell |
9,249
-7,454
| -45% | -$562K | 0.38% | 42 |
|
2023
Q3 | $1.24M | Sell |
16,703
-1,943
| -10% | -$144K | 0.8% | 30 |
|
2023
Q2 | $1.36M | Sell |
18,646
-33,647
| -64% | -$2.45M | 0.88% | 29 |
|
2023
Q1 | $3.76M | Buy |
52,293
+17,958
| +52% | +$1.29M | 2.63% | 10 |
|
2022
Q4 | $2.44M | Buy |
34,335
+11,449
| +50% | +$814K | 2.03% | 15 |
|
2022
Q3 | $1.56M | Sell |
22,886
-34,512
| -60% | -$2.35M | 1.58% | 23 |
|
2022
Q2 | $3.97M | Buy |
57,398
+53,142
| +1,249% | +$3.67M | 3.73% | 6 |
|
2022
Q1 | $307K | Buy |
4,256
+1,134
| +36% | +$81.8K | 0.24% | 43 |
|
2021
Q4 | $232K | Buy |
+3,122
| New | +$232K | 0.17% | 47 |
|