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

Selective 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
2022
Q4 		– Sell
-274
Closed -$19K – 402
2022
Q3 		$19K Hold
274
– – 0.01% 430
2022
Q2 		$19K Buy
+274
New +$19.4K 0.01% 472

Other funds holding IGHG

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Selective Wealth Management's IGHG Position: Q4 2022 in Review

Selective Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2022, closing a stake of 274 shares — an estimated $19K sold.

Selective Wealth Management first reported a position in IGHG in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q3 2022. 62 funds tracked by Wall St. Rank hold IGHG as of Q4 2022.

  • Selective Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 274 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2022, an estimated $19K.
  • Selective Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $19K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.