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FIG Financial Advisory Services’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

FIG Financial Advisory Services’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
-6,859
Closed -$538K – 73
2025
Q4 		$538K Buy
+6,859
New +$539K 0.34% 50
2025
Q2 		– Sell
-45,550
Closed -$3.5M – 74
2025
Q1 		$3.5M Sell
45,550
-13,325
-23% -$1.04M 2.47% 6
2024
Q4 		$4.6M Buy
+58,875
New +$4.58M 3.13% 3

Other funds holding IGHG

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 $1.37T AUM 24.88% 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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

FIG Financial Advisory Services's IGHG Position: Q1 2026 in Review

FIG Financial Advisory Services sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 6,859 shares — an estimated $538K sold.

FIG Financial Advisory Services first reported a position in IGHG in Q4 2024 and held it in 3 quarters. The position peaked at $4.6M in Q4 2024. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • FIG Financial Advisory Services reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
  • FIG Financial Advisory Services sold 6,859 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $538K.
  • FIG Financial Advisory Services first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and held it in 3 quarters.
  • FIG Financial Advisory Services's ProShares Investment Grade-Interest Rate Hedged position peaked at $4.6M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on FIG Financial Advisory Services's 13F filing for Q1 2026, filed 10 Aug 2026.