Northwestern Mutual Wealth Management
IGHG icon

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

Northwestern Mutual 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
Q3 		– Sell
-52
Closed -$3.97K – 3712
2024
Q2 		$3.97K Hold
52
– – ﹤0.01% 2927
2024
Q1 		$3.98K Buy
+52
New +$3.96K ﹤0.01% 2900
2022
Q4 		– Sell
-191
Closed -$13K – 3392
2022
Q3 		$13K Buy
+191
New +$13.3K ﹤0.01% 2375
2020
Q4 		– Sell
-51
Closed -$4K – 2776
2020
Q3 		$4K Buy
+51
New +$3.67K ﹤0.01% 2219

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Northwestern Mutual Wealth Management's IGHG Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2024, closing a stake of 52 shares — an estimated $3.97K sold.

Northwestern Mutual Wealth Management first reported a position in IGHG in Q3 2020 and held it in 4 quarters. The position peaked at $13K in Q3 2022. 59 funds tracked by Wall St. Rank hold IGHG as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 52 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2024, an estimated $3.97K.
  • Northwestern Mutual Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2020 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $13K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.