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Retirement Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Retirement 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
2024
Q1 		– Sell
-150
Closed -$11.3K – 861
2023
Q4 		$11.3K Hold
150
– – ﹤0.01% 426
2023
Q3 		$11.1K Hold
150
– – ﹤0.01% 398
2023
Q2 		$10.9K Hold
150
– – ﹤0.01% 396
2023
Q1 		$11K Sell
150
-50
-25% -$3.59K 0.01% 387
2022
Q4 		$14K Hold
200
– – 0.01% 317
2022
Q3 		$14K Hold
200
– – 0.01% 217
2022
Q2 		$14K Sell
200
-317
-61% -$22.5K 0.01% 380
2022
Q1 		$37K Sell
517
-1,508
-74% -$110K 0.01% 257
2021
Q4 		$151K Sell
2,025
-44
-2% -$3.3K 0.07% 137
2021
Q3 		$156K Sell
2,069
-218
-10% -$16.5K 0.07% 132
2021
Q2 		$175K Buy
2,287
+11
+0.5% +$839 0.08% 127
2021
Q1 		$175K Hold
2,276
– – 0.08% 143
2020
Q4 		$171K Sell
2,276
-298
-12% -$22K 0.08% 137
2020
Q3 		$184K Buy
2,574
+15
+0.6% +$1.08K 0.1% 128
2020
Q2 		$181K Buy
+2,559
New +$176K 0.11% 116
2019
Q4 		$192K Buy
+2,489
New +$188K 0.12% 115

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Retirement Group's IGHG Position: Q1 2024 in Review

Retirement Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2024, closing a stake of 150 shares — an estimated $11.3K sold.

Retirement Group first reported a position in IGHG in Q4 2019 and held it in 16 quarters. The position peaked at $192K in Q4 2019. 62 funds tracked by Wall St. Rank hold IGHG as of Q1 2024.

  • Retirement Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2024 after selling out during the quarter.
  • Retirement Group sold 150 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2024, an estimated $11.3K.
  • Retirement Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2019 and held it in 16 quarters.
  • Retirement Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $192K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.