Western Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Western Wealth Management’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	-2,829	Closed	-$219K	–	392
2019 Q4	$219K	Sell	2,829 -300	-10%	-$22.7K	0.03%	375
2019 Q3	$233K	Sell	3,129 -411	-12%	-$30.7K	0.05%	347
2019 Q2	$267K	Hold	3,540	–	–	0.04%	328
2019 Q1	$262K	Hold	3,540	–	–	0.06%	312
2018 Q4	$251K	Buy	+3,540	New	+$261K	0.07%	282

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's IGHG Position: Q1 2020 in Review

Western Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2020, closing a stake of 2,829 shares — an estimated $219K sold.

Western Wealth Management first reported a position in IGHG in Q4 2018 and held it in 5 quarters. The position peaked at $267K in Q2 2019. 47 funds tracked by Wall St. Rank hold IGHG as of Q1 2020.

Western Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2020 after selling out during the quarter.
Western Wealth Management sold 2,829 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2020, an estimated $219K.
Western Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2018 and held it in 5 quarters.
Western Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $267K in Q2 2019.
47 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.