RAFFA WEALTH MANAGEMENT, LLC’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2019 Q1	–	Sell	-16,540	Closed	-$1.18M	–	733
2018 Q4	$1.18M	Sell	16,540 -460	-3%	-$33.9K	0.45%	21
2018 Q3	$1.29M	Sell	17,000 -3,000	-15%	-$225K	0.46%	24
2018 Q2	$1.48M	Sell	20,000 -15,000	-43%	-$1.13M	0.55%	19
2018 Q1	$2.67M	Buy	35,000 +20,309	+138%	+$1.57M	0.97%	12
2017 Q4	$1.13M	Buy	14,691 +1,391	+10%	+$107K	0.44%	21
2017 Q3	$1.02M	Hold	13,300	–	–	0.42%	21
2017 Q2	$1.02M	Buy	+13,300	New	+$1.01M	0.44%	20

Other funds holding IGHG

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IGHG Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2019, closing a stake of 16,540 shares — an estimated $1.18M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IGHG in Q2 2017 and held it in 7 quarters. The position peaked at $2.67M in Q1 2018. 63 funds tracked by Wall St. Rank hold IGHG as of Q1 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 16,540 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2019, an estimated $1.18M.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2017 and held it in 7 quarters.
RAFFA WEALTH MANAGEMENT, LLC's ProShares Investment Grade-Interest Rate Hedged position peaked at $2.67M in Q1 2018.
63 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.