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SimpliFi Inc’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

SimpliFi Inc’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
2018
Q4 		– Sell
-14,966
Closed -$1.13M – 17
2018
Q3 		$1.13M Sell
14,966
-235,945
-94% -$17.7M 0.79% 13
2018
Q2 		$18.5M Buy
250,911
+51,663
+26% +$3.9M 14.61% 2
2018
Q1 		$15.2M Buy
199,248
+7,927
+4% +$613K 12.48% 2
2017
Q4 		$14.7M Buy
+191,321
New +$14.7M 12.27% 3

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return