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Prospect Financial Services’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Prospect Financial Services’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
-2,780
Closed -$212K – 106
2024
Q2 		$212K Buy
2,780
+100
+4% +$7.66K 0.16% 69
2024
Q1 		$205K Hold
2,680
– – 0.17% 70
2023
Q4 		$202K Buy
+2,680
New +$200K 0.2% 66

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

Prospect Financial Services's IGHG Position: Q3 2024 in Review

Prospect Financial Services sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2024, closing a stake of 2,780 shares — an estimated $212K sold.

Prospect Financial Services first reported a position in IGHG in Q4 2023 and held it in 3 quarters. The position peaked at $212K in Q2 2024. 59 funds tracked by Wall St. Rank hold IGHG as of Q3 2024.

  • Prospect Financial Services reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2024 after selling out during the quarter.
  • Prospect Financial Services sold 2,780 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2024, an estimated $212K.
  • Prospect Financial Services first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2023 and held it in 3 quarters.
  • Prospect Financial Services's ProShares Investment Grade-Interest Rate Hedged position peaked at $212K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2024.

Based on Prospect Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.