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Toth Financial Advisory’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Toth Financial 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
Q3 		– Sell
-250
Closed -$19K – 766
2021
Q2 		$19K Buy
+250
New +$19.1K ﹤0.01% 383

Other funds holding IGHG

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Toth Financial Advisory's IGHG Position: Q3 2021 in Review

Toth Financial Advisory sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2021, closing a stake of 250 shares — an estimated $19K sold.

Toth Financial Advisory first reported a position in IGHG in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 73 funds tracked by Wall St. Rank hold IGHG as of Q3 2021.

  • Toth Financial Advisory reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 250 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2021, an estimated $19K.
  • Toth Financial Advisory first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2021 and held it in 1 quarter.
  • Toth Financial Advisory's ProShares Investment Grade-Interest Rate Hedged position peaked at $19K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2021.

Based on Toth Financial Advisory's 13F filing for Q3 2021, filed 20 Oct 2021.