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
Q1 		$148K Buy
+1,900
New +$149K 0.02% 349

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

Colonial Trust's IGHG Position: Q1 2026 in Review

Colonial Trust opened a new position in ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026: 1,900 shares worth $148K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • Colonial Trust held 1,900 shares of ProShares Investment Grade-Interest Rate Hedged worth $148K as of Q1 2026.
  • ProShares Investment Grade-Interest Rate Hedged was a new Colonial Trust position in Q1 2026.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.02% of Colonial Trust's portfolio in Q1 2026, its #349 holding.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.