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Weaver Consulting Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-38
Closed -$3K – 482
2020
Q3 		$3K Hold
38
– – ﹤0.01% 773
2020
Q2 		$3K Hold
38
– – ﹤0.01% 746
2020
Q1 		$3K Hold
38
– – ﹤0.01% 651
2019
Q4 		$3K Hold
38
– – ﹤0.01% 684
2019
Q3 		$3K Hold
38
– – ﹤0.01% 672
2019
Q2 		$3K Hold
38
– – ﹤0.01% 658
2019
Q1 		$3K Buy
+38
New +$2.78K ﹤0.01% 1233

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Weaver Consulting Group's IGHG Position: Q4 2020 in Review

Weaver Consulting Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2020, closing a stake of 38 shares — an estimated $3K sold.

Weaver Consulting Group first reported a position in IGHG in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q3 2020. 48 funds tracked by Wall St. Rank hold IGHG as of Q4 2020.

  • Weaver Consulting Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 38 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2020, an estimated $3K.
  • Weaver Consulting Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $3K in Q3 2020.
  • 48 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.