Elevation Capital Advisory’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Elevation Capital Advisory’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	-36,141	Closed	-$2.83M	–	75
2025 Q4	$2.83M	Buy	+36,141	New	+$2.84M	1.16%	31
2025 Q1	–	Sell	-73,258	Closed	-$5.73M	–	64
2024 Q4	$5.73M	Buy	+73,258	New	+$5.7M	2.45%	17
2024 Q3	–	Sell	-79,006	Closed	-$6.03M	–	60
2024 Q2	$6.03M	Buy	+79,006	New	+$6.05M	2.75%	16

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 $124B AUM

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

Elevation Capital Advisory's IGHG Position: Q1 2026 in Review

Elevation Capital Advisory sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 36,141 shares — an estimated $2.83M sold.

Elevation Capital Advisory first reported a position in IGHG in Q2 2024 and held it in 3 quarters. The position peaked at $6.03M in Q2 2024. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Elevation Capital Advisory reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
Elevation Capital Advisory sold 36,141 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $2.83M.
Elevation Capital Advisory first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2024 and held it in 3 quarters.
Elevation Capital Advisory's ProShares Investment Grade-Interest Rate Hedged position peaked at $6.03M in Q2 2024.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.