Coastal Bridge Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Coastal Bridge 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	$637K	Sell	8,197 -217	-3%	-$17K	0.05%	284
2025 Q4	$660K	Buy	8,414 +30	+0.4%	+$2.36K	0.05%	270
2025 Q3	$662K	Sell	8,384 -7	-0.1%	-$550	0.05%	258
2025 Q2	$657K	Buy	8,391 +15	+0.2%	+$1.16K	0.05%	256
2025 Q1	$644K	Buy	+8,376	New	+$652K	0.16%	140

Other funds holding IGHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Coastal Bridge Advisors's IGHG Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 2.6% in Q1 2026, selling an estimated $17K and leaving 8,197 shares worth $637K. The position accounts for 0.05% of the portfolio, ranked #284.

Coastal Bridge Advisors first reported a position in IGHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $662K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Coastal Bridge Advisors held 8,197 shares of ProShares Investment Grade-Interest Rate Hedged worth $637K as of Q1 2026.
Coastal Bridge Advisors sold 217 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $17K.
ProShares Investment Grade-Interest Rate Hedged made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #284 holding.
Coastal Bridge Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $662K in Q3 2025.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.