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

Tidemark’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
2024
Q2 		– Sell
-158
Closed -$12.1K – 683
2024
Q1 		$12.1K Hold
158
– – 0.01% 415
2023
Q4 		$11.9K Buy
+158
New +$11.8K 0.01% 400

Other funds holding IGHG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tidemark's IGHG Position: Q2 2024 in Review

Tidemark sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2024, closing a stake of 158 shares — an estimated $12.1K sold.

Tidemark first reported a position in IGHG in Q4 2023 and held it in 2 quarters. The position peaked at $12.1K in Q1 2024. 66 funds tracked by Wall St. Rank hold IGHG as of Q2 2024.

  • Tidemark reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 158 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2024, an estimated $12.1K.
  • Tidemark first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2023 and held it in 2 quarters.
  • Tidemark's ProShares Investment Grade-Interest Rate Hedged position peaked at $12.1K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.