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Allworth Financial’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Allworth Financial’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
2026
Q1 		$4.27K Hold
55
– – ﹤0.01% 4045
2025
Q4 		$4.31K Buy
+55
New +$4.32K ﹤0.01% 3801

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Allworth Financial's IGHG Position: Q1 2026 in Review

Allworth Financial held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q1 2026 at 55 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4045.

Allworth Financial first reported a position in IGHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.31K in Q4 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • Allworth Financial held 55 shares of ProShares Investment Grade-Interest Rate Hedged worth $4.27K as of Q1 2026.
  • Allworth Financial left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q1 2026.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4045 holding.
  • Allworth Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's ProShares Investment Grade-Interest Rate Hedged position peaked at $4.31K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.