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

Sowell 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
2021 Q2	–	Sell	-908	Closed	-$69K	–	1546
2021 Q1	$69K	Buy	908 +326	+56%	+$24.7K	﹤0.01%	1516
2020 Q4	$44K	Buy	+582	New	+$43.1K	﹤0.01%	1442
2018 Q3	–	Sell	-15,696	Closed	-$1.17M	–	403
2018 Q2	$1.17M	Buy	15,696 +11,950	+319%	+$902K	0.25%	94
2018 Q1	$283K	Buy	+3,746	New	+$290K	0.07%	223

Other funds holding IGHG

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sowell Financial Services's IGHG Position: Q2 2021 in Review

Sowell Financial Services sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2021, closing a stake of 908 shares — an estimated $69K sold.

Sowell Financial Services first reported a position in IGHG in Q1 2018 and held it in 4 quarters. The position peaked at $1.17M in Q2 2018. 58 funds tracked by Wall St. Rank hold IGHG as of Q2 2021.

Sowell Financial Services reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 908 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2021, an estimated $69K.
Sowell Financial Services first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2018 and held it in 4 quarters.
Sowell Financial Services's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.17M in Q2 2018.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.