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Lake Street Private Wealth’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Lake Street Private Wealth’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
2020
Q1 		– Sell
-29,896
Closed -$2.31M – 154
2019
Q4 		$2.31M Buy
29,896
+1,250
+4% +$94.6K 0.89% 35
2019
Q3 		$2.14M Buy
+28,646
New +$2.14M 0.97% 33

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return