IronBridge Private Wealth
SJB icon

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
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Hilltop Holdings
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Vista Finance
Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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.