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International Assets Investment Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

International Assets 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
2024
Q4 		– Sell
-18,433
Closed -$280K – 1299
2024
Q3 		$280K Buy
18,433
+18,046
+4,663% +$1.38M 0.02% 493
2024
Q2 		$29.5K Buy
+387
New +$29.6K ﹤0.01% 1358

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

International Assets Investment Management's IGHG Position: Q4 2024 in Review

International Assets Investment Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2024, closing a stake of 18,433 shares — an estimated $280K sold.

International Assets Investment Management first reported a position in IGHG in Q2 2024 and held it in 2 quarters. The position peaked at $280K in Q3 2024. 61 funds tracked by Wall St. Rank hold IGHG as of Q4 2024.

  • International Assets Investment Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 18,433 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2024, an estimated $280K.
  • International Assets Investment Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $280K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.