Steward Partners Investment Advisory’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-100	Closed	-$8K	–	3246
2021 Q3	$8K	Sell	100 -150	-60%	-$11.3K	﹤0.01%	2674
2021 Q2	$19K	Sell	250 -1,250	-83%	-$95.4K	﹤0.01%	5193
2021 Q1	$116K	Buy	+1,500	New	+$114K	﹤0.01%	1547
2019 Q4	–	Sell	-58	Closed	-$4K	–	2658
2019 Q3	$4K	Hold	58	–	–	﹤0.01%	2299
2019 Q2	$4K	Buy	+58	New	+$4.32K	﹤0.01%	2276
2018 Q4	–	Sell	-168	Closed	-$13K	–	1417
2018 Q3	$13K	Sell	168 -321	-66%	-$24K	﹤0.01%	1763
2018 Q2	$36K	Buy	489 +379	+345%	+$28.6K	﹤0.01%	1229
2018 Q1	$8K	Sell	110 -706	-87%	-$54.6K	﹤0.01%	1648
2017 Q4	$62K	Buy	816 +706	+642%	+$54.3K	﹤0.01%	762
2017 Q3	$8K	Hold	110	–	–	﹤0.01%	1170
2017 Q2	$8K	Hold	110	–	–	﹤0.01%	1104
2017 Q1	$8K	Buy	+110	New	+$8.36K	﹤0.01%	1002

Other funds holding IGHG

RBA

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

Steward Partners Investment Advisory's IGHG Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2021, closing a stake of 100 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in IGHG in Q1 2017 and held it in 12 quarters. The position peaked at $116K in Q1 2021. 82 funds tracked by Wall St. Rank hold IGHG as of Q4 2021.

Steward Partners Investment Advisory reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 100 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2021, an estimated $8K.
Steward Partners Investment Advisory first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2017 and held it in 12 quarters.
Steward Partners Investment Advisory's ProShares Investment Grade-Interest Rate Hedged position peaked at $116K in Q1 2021.
82 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.