Hefty Wealth Partners’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-6,404	Closed	-$493K	–	258
2017 Q4	$493K	Buy	+6,404	New	+$493K	0.31%	72
2017 Q1	–	Sell	-974	Closed	-$74K	–	255
2016 Q4	$74K	Sell	974 -23,174	-96%	-$1.74M	0.06%	97
2016 Q3	$1.79M	Buy	24,148 +791	+3%	+$58.1K	1.36%	23
2016 Q2	$1.69M	Buy	23,357 +302	+1%	+$22.1K	1.39%	25
2016 Q1	$1.67M	Sell	23,055 -313	-1%	-$22.2K	1.56%	16
2015 Q4	$1.71M	Buy	+23,368	New	+$1.72M	1.63%	16

Other funds holding IGHG

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hefty Wealth Partners's IGHG Position: Q1 2018 in Review

Hefty Wealth Partners sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2018, closing a stake of 6,404 shares — an estimated $493K sold.

Hefty Wealth Partners first reported a position in IGHG in Q4 2015 and held it in 6 quarters. The position peaked at $1.79M in Q3 2016. 64 funds tracked by Wall St. Rank hold IGHG as of Q1 2018.

Hefty Wealth Partners reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 6,404 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2018, an estimated $493K.
Hefty Wealth Partners first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2015 and held it in 6 quarters.
Hefty Wealth Partners's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.79M in Q3 2016.
64 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.