Kingsview Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Kingsview Wealth 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
2019 Q1	–	Sell	-15,927	Closed	-$1.13M	–	502
2018 Q4	$1.13M	Buy	+15,927	New	+$1.17M	0.25%	124

Other funds holding IGHG

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

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

Kingsview Wealth Management's IGHG Position: Q1 2019 in Review

Kingsview Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2019, closing a stake of 15,927 shares — an estimated $1.13M sold.

Kingsview Wealth Management first reported a position in IGHG in Q4 2018 and held it in 1 quarter. The position peaked at $1.13M in Q4 2018. 63 funds tracked by Wall St. Rank hold IGHG as of Q1 2019.

Kingsview Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2019 after selling out during the quarter.
Kingsview Wealth Management sold 15,927 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2019, an estimated $1.13M.
Kingsview Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2018 and held it in 1 quarter.
Kingsview Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.13M in Q4 2018.
63 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2019.

Based on Kingsview Wealth Management's 13F filing for Q1 2019, filed 29 Jan 2020.