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Great Valley Advisor Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Great Valley Advisor Group’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
2021
Q4 		– Sell
-112,897
Closed -$8.54M – 607
2021
Q3 		$8.54M Buy
+112,897
New +$8.53M 0.59% 39

Other funds holding IGHG

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Valley Advisor Group's IGHG Position: Q4 2021 in Review

Great Valley Advisor Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2021, closing a stake of 112,897 shares — an estimated $8.54M sold.

Great Valley Advisor Group first reported a position in IGHG in Q3 2021 and held it in 1 quarter. The position peaked at $8.54M in Q3 2021. 82 funds tracked by Wall St. Rank hold IGHG as of Q4 2021.

  • Great Valley Advisor Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2021 after selling out during the quarter.
  • Great Valley Advisor Group sold 112,897 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2021, an estimated $8.54M.
  • Great Valley Advisor Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2021 and held it in 1 quarter.
  • Great Valley Advisor Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $8.54M in Q3 2021.
  • 82 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2021.

Based on Great Valley Advisor Group's 13F filing for Q4 2021, filed 10 Feb 2022.