IronBridge Private Wealth’s ProShares Short High Yield SJB Stock Holding History

IronBridge Private Wealth’s Portfolio SJB Stock Details SJB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-245,181	Closed	-$4.91M	–	30
2022 Q3	$4.91M	Buy	245,181 +15,844	+7%	+$301K	4.24%	8
2022 Q2	$4.53M	Buy	+229,337	New	+$4.34M	3.4%	9

Other funds holding SJB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

IronBridge Private Wealth's SJB Position: Q4 2022 in Review

IronBridge Private Wealth sold out of ProShares Short High Yield (SJB) in Q4 2022, closing a stake of 245,181 shares — an estimated $4.91M sold.

IronBridge Private Wealth first reported a position in SJB in Q2 2022 and held it in 2 quarters. The position peaked at $4.91M in Q3 2022. 62 funds tracked by Wall St. Rank hold SJB as of Q4 2022.

IronBridge Private Wealth reported no remaining ProShares Short High Yield position as of Q4 2022 after selling out during the quarter.
IronBridge Private Wealth sold 245,181 ProShares Short High Yield shares in Q4 2022, an estimated $4.91M.
IronBridge Private Wealth first reported a position in ProShares Short High Yield in Q2 2022 and held it in 2 quarters.
IronBridge Private Wealth's ProShares Short High Yield position peaked at $4.91M in Q3 2022.
62 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q4 2022.

Based on IronBridge Private Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.