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

Axxcess 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
2026
Q1 		– Sell
-2,883
Closed -$226K – 681
2025
Q4 		$226K Hold
2,883
– – ﹤0.01% 955
2025
Q3 		$228K Hold
2,883
– – ﹤0.01% 848
2025
Q2 		$226K Hold
2,883
– – 0.01% 805
2025
Q1 		$222K Hold
2,883
– – 0.01% 782
2024
Q4 		$225K Hold
2,883
– – 0.01% 777
2024
Q3 		$222K Hold
2,883
– – 0.01% 811
2024
Q2 		$220K Buy
+2,883
New +$221K 0.01% 760

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 $131M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Axxcess Wealth Management's IGHG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 2,883 shares — an estimated $226K sold.

Axxcess Wealth Management first reported a position in IGHG in Q2 2024 and held it in 7 quarters. The position peaked at $228K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,883 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $226K.
  • Axxcess Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $228K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.