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

Pinnacle Wealth Management Group’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
2022
Q3 		– Sell
-61,996
Closed -$4.29M – 115
2022
Q2 		$4.29M Buy
61,996
+1,848
+3% +$131K 3.59% 5
2022
Q1 		$4.34M Buy
+60,148
New +$4.37M 3.27% 6

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Management Group's IGHG Position: Q3 2022 in Review

Pinnacle Wealth Management Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2022, closing a stake of 61,996 shares — an estimated $4.29M sold.

Pinnacle Wealth Management Group first reported a position in IGHG in Q1 2022 and held it in 2 quarters. The position peaked at $4.34M in Q1 2022. 66 funds tracked by Wall St. Rank hold IGHG as of Q3 2022.

  • Pinnacle Wealth Management Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 61,996 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2022, an estimated $4.29M.
  • Pinnacle Wealth Management Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2022 and held it in 2 quarters.
  • Pinnacle Wealth Management Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $4.34M in Q1 2022.
  • 66 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2022, filed 7 Oct 2022.