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

Mission 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
2024
Q2 		– Sell
-16,242
Closed -$1.24M – 703
2024
Q1 		$1.24M Buy
+16,242
New +$1.24M 0.03% 245

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mission Wealth Management's IGHG Position: Q2 2024 in Review

Mission Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2024, closing a stake of 16,242 shares — an estimated $1.24M sold.

Mission Wealth Management first reported a position in IGHG in Q1 2024 and held it in 1 quarter. The position peaked at $1.24M in Q1 2024. 66 funds tracked by Wall St. Rank hold IGHG as of Q2 2024.

  • Mission Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 16,242 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2024, an estimated $1.24M.
  • Mission Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.24M in Q1 2024.
  • 66 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.