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Aptus Capital Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Aptus Capital Advisors’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 		$93K Buy
1,197
+10
+0.8% +$782 ﹤0.01% 1163
2025
Q4 		$93.1K Sell
1,187
-93
-7% -$7.3K ﹤0.01% 1192
2025
Q3 		$101K Buy
1,280
+16
+1% +$1.26K ﹤0.01% 1119
2025
Q2 		$99K Buy
1,264
+17
+1% +$1.31K ﹤0.01% 1076
2025
Q1 		$95.9K Sell
1,247
-111
-8% -$8.64K ﹤0.01% 1018
2024
Q4 		$106K Buy
+1,358
New +$106K ﹤0.01% 995

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

Aptus Capital Advisors's IGHG Position: Q1 2026 in Review

Aptus Capital Advisors increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 0.84% in Q1 2026, buying an estimated $782 and bringing the position to 1,197 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Aptus Capital Advisors first reported a position in IGHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $106K in Q4 2024. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • Aptus Capital Advisors held 1,197 shares of ProShares Investment Grade-Interest Rate Hedged worth $93K as of Q1 2026.
  • Aptus Capital Advisors bought 10 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $782.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1163 holding.
  • Aptus Capital Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and has held it in 6 quarters since.
  • Aptus Capital Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $106K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.