Simplex Trading
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Simplex Trading’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Simplex Trading’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
2023
Q4 		– Sell
-947
Closed -$70K – 9269
2023
Q3 		$70K Buy
+947
New +$69.4K ﹤0.01% 5475
2023
Q2 		– Sell
-300
Closed -$21K – 9401
2023
Q1 		$21K Buy
+300
New +$21.6K ﹤0.01% 6861

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Simplex Trading's IGHG Position: Q4 2023 in Review

Simplex Trading sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2023, closing a stake of 947 shares — an estimated $70K sold.

Simplex Trading first reported a position in IGHG in Q1 2023 and held it in 2 quarters. The position peaked at $70K in Q3 2023. 58 funds tracked by Wall St. Rank hold IGHG as of Q4 2023.

  • Simplex Trading reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 947 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2023, an estimated $70K.
  • Simplex Trading first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2023 and held it in 2 quarters.
  • Simplex Trading's ProShares Investment Grade-Interest Rate Hedged position peaked at $70K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.