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

USCA RIA’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
2020
Q1 		– Sell
-9,695
Closed -$750K – 444
2019
Q4 		$750K Buy
9,695
+365
+4% +$27.6K 0.07% 277
2019
Q3 		$696K Hold
9,330
– – 0.07% 270
2019
Q2 		$701K Buy
9,330
+5,165
+124% +$384K 0.07% 261
2019
Q1 		$309K Buy
+4,165
New +$305K 0.03% 343

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

USCA RIA's IGHG Position: Q1 2020 in Review

USCA RIA sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2020, closing a stake of 9,695 shares — an estimated $750K sold.

USCA RIA first reported a position in IGHG in Q1 2019 and held it in 4 quarters. The position peaked at $750K in Q4 2019. 47 funds tracked by Wall St. Rank hold IGHG as of Q1 2020.

  • USCA RIA reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2020 after selling out during the quarter.
  • USCA RIA sold 9,695 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2020, an estimated $750K.
  • USCA RIA first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2019 and held it in 4 quarters.
  • USCA RIA's ProShares Investment Grade-Interest Rate Hedged position peaked at $750K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.