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Fortress Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Fortress Wealth 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
2025
Q3 		$368K Sell
4,655
-782
-14% -$61.5K 0.16% 60
2025
Q2 		$426K Buy
5,437
+44
+0.8% +$3.39K 0.21% 54
2025
Q1 		$415K Sell
5,393
-1,253
-19% -$97.5K 0.22% 52
2024
Q4 		$519K Sell
6,646
-454
-6% -$35.3K 0.25% 47
2024
Q3 		$547K Sell
7,100
-156
-2% -$11.9K 0.27% 47
2024
Q2 		$554K Buy
7,256
+32
+0.4% +$2.45K 0.28% 47
2024
Q1 		$553K Sell
7,224
-2,025
-22% -$154K 0.28% 47
2023
Q4 		$697K Sell
9,249
-7,454
-45% -$557K 0.38% 42
2023
Q3 		$1.24M Sell
16,703
-1,943
-10% -$142K 0.8% 30
2023
Q2 		$1.36M Sell
18,646
-33,647
-64% -$2.4M 0.88% 29
2023
Q1 		$3.76M Buy
52,293
+17,958
+52% +$1.29M 2.63% 10
2022
Q4 		$2.44M Buy
34,335
+11,449
+50% +$801K 2.03% 15
2022
Q3 		$1.56M Sell
22,886
-34,512
-60% -$2.4M 1.58% 23
2022
Q2 		$3.97M Buy
57,398
+53,142
+1,249% +$3.77M 3.73% 6
2022
Q1 		$307K Buy
4,256
+1,134
+36% +$82.4K 0.24% 43
2021
Q4 		$232K Buy
+3,122
New +$234K 0.17% 47

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fortress Wealth Management's IGHG Position: Q3 2025 in Review

Fortress Wealth Management reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 14% in Q3 2025, selling an estimated $61.5K and leaving 4,655 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #60.

Fortress Wealth Management first reported a position in IGHG in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.97M in Q2 2022. 61 funds tracked by Wall St. Rank hold IGHG as of Q3 2025.

  • Fortress Wealth Management held 4,655 shares of ProShares Investment Grade-Interest Rate Hedged worth $368K as of Q3 2025.
  • Fortress Wealth Management sold 782 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2025, an estimated $61.5K.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.16% of Fortress Wealth Management's portfolio in Q3 2025, its #60 holding.
  • Fortress Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2021 and has held it in 16 quarters since.
  • Fortress Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $3.97M in Q2 2022.
  • 61 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.