Empirical Asset Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Empirical Asset 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	$844K	Buy	10,868 +377	+4%	+$29.5K	0.22%	123
2025 Q4	$823K	Buy	10,491 +1,433	+16%	+$113K	0.23%	118
2025 Q3	$716K	Buy	9,058 +741	+9%	+$58.3K	0.2%	165
2025 Q2	$652K	Buy	8,317 +220	+3%	+$16.9K	0.2%	157
2025 Q1	$623K	Buy	8,097 +836	+12%	+$65K	0.21%	141
2024 Q4	$568K	Buy	7,261 +442	+6%	+$34.4K	0.19%	150
2024 Q3	$525K	Buy	+6,819	New	+$520K	0.19%	162
2023 Q1	–	Sell	-8,593	Closed	-$611K	–	168
2022 Q4	$611K	Sell	8,593 -356	-4%	-$24.9K	0.64%	50
2022 Q3	$611K	Buy	8,949 +2,749	+44%	+$191K	0.67%	51
2022 Q2	$429K	Buy	+6,200	New	+$440K	0.45%	79

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

Empirical Asset Management's IGHG Position: Q1 2026 in Review

Empirical Asset Management increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 3.6% in Q1 2026, buying an estimated $29.5K and bringing the position to 10,868 shares worth $844K. The position accounts for 0.22% of the portfolio, ranked #123.

Empirical Asset Management first reported a position in IGHG in Q2 2022 and has held it in 10 quarters since. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Empirical Asset Management held 10,868 shares of ProShares Investment Grade-Interest Rate Hedged worth $844K as of Q1 2026.
Empirical Asset Management bought 377 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $29.5K.
ProShares Investment Grade-Interest Rate Hedged made up 0.22% of Empirical Asset Management's portfolio in Q1 2026, its #123 holding.
Empirical Asset Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2022 and has held it in 10 quarters since.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.