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Moors & Cabot’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Moors & Cabot’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
2021
Q4 		– Sell
-2,800
Closed -$212K – 936
2021
Q3 		$212K Buy
+2,800
New +$212K 0.01% 736
2018
Q2 		– Sell
-4,240
Closed -$323K – 578
2018
Q1 		$323K Buy
+4,240
New +$328K 0.04% 409

Other funds holding IGHG

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moors & Cabot's IGHG Position: Q4 2021 in Review

Moors & Cabot sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2021, closing a stake of 2,800 shares — an estimated $212K sold.

Moors & Cabot first reported a position in IGHG in Q1 2018 and held it in 2 quarters. The position peaked at $323K in Q1 2018. 82 funds tracked by Wall St. Rank hold IGHG as of Q4 2021.

  • Moors & Cabot reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2021 after selling out during the quarter.
  • Moors & Cabot sold 2,800 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2021, an estimated $212K.
  • Moors & Cabot first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2018 and held it in 2 quarters.
  • Moors & Cabot's ProShares Investment Grade-Interest Rate Hedged position peaked at $323K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2021.

Based on Moors & Cabot's 13F filing for Q4 2021, filed 14 Feb 2022.