CT
IGHG icon

Colonial Trust’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Colonial Trust’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
Q2 		$31.3K Sell
400
-1,500
-79% -$117K ﹤0.01% 600
2026
Q1 		$148K Buy
+1,900
New +$149K 0.02% 349

Other funds holding IGHG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $85.1B AUM 27.35% 1-Year Est. Return

Colonial Trust's IGHG Position: Q2 2026 in Review

Colonial Trust reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 79% in Q2 2026, selling an estimated $117K and leaving 400 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Colonial Trust first reported a position in IGHG in Q1 2026 and has held it in 2 quarters since. The position peaked at $148K in Q1 2026. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • Colonial Trust held 400 shares of ProShares Investment Grade-Interest Rate Hedged worth $31.3K as of Q2 2026.
  • Colonial Trust sold 1,500 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $117K.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #600 holding.
  • Colonial Trust first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2026 and has held it in 2 quarters since.
  • Colonial Trust's ProShares Investment Grade-Interest Rate Hedged position peaked at $148K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.