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Zimmermann Investment Management & Planning’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-40,844
Closed -$3.15M – 55
2024
Q3 		$3.15M Sell
40,844
-29,479
-42% -$2.25M 0.97% 28
2024
Q2 		$5.37M Buy
70,323
+25,957
+59% +$1.99M 1.79% 19
2024
Q1 		$3.39M Buy
+44,366
New +$3.38M 1.22% 26

Other funds holding IGHG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zimmermann Investment Management & Planning's IGHG Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2024, closing a stake of 40,844 shares — an estimated $3.15M sold.

Zimmermann Investment Management & Planning first reported a position in IGHG in Q1 2024 and held it in 3 quarters. The position peaked at $5.37M in Q2 2024. 60 funds tracked by Wall St. Rank hold IGHG as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 40,844 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2024, an estimated $3.15M.
  • Zimmermann Investment Management & Planning first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's ProShares Investment Grade-Interest Rate Hedged position peaked at $5.37M in Q2 2024.
  • 60 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.