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

&Partners’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
-2,968
Closed -$226K – 1395
2024
Q2 		$226K Buy
+2,968
New +$227K 0.01% 808

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

&Partners's IGHG Position: Q3 2024 in Review

&Partners sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2024, closing a stake of 2,968 shares — an estimated $226K sold.

&Partners first reported a position in IGHG in Q2 2024 and held it in 1 quarter. The position peaked at $226K in Q2 2024. 59 funds tracked by Wall St. Rank hold IGHG as of Q3 2024.

  • &Partners reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2024 after selling out during the quarter.
  • &Partners sold 2,968 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2024, an estimated $226K.
  • &Partners first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2024 and held it in 1 quarter.
  • &Partners's ProShares Investment Grade-Interest Rate Hedged position peaked at $226K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2024.

Based on &Partners's 13F filing for Q3 2024, filed 14 Nov 2024.