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Tru Independence Asset Management 2’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-22
Closed -$2K – 242
2020
Q4 		$2K Buy
+22
New +$1.63K ﹤0.01% 401

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
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 $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tru Independence Asset Management 2's IGHG Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2021, closing a stake of 22 shares — an estimated $2K sold.

Tru Independence Asset Management 2 first reported a position in IGHG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 52 funds tracked by Wall St. Rank hold IGHG as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 22 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2021, an estimated $2K.
  • Tru Independence Asset Management 2 first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's ProShares Investment Grade-Interest Rate Hedged position peaked at $2K in Q4 2020.
  • 52 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.