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Global Retirement Partners’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Global Retirement Partners’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
Q4 		$10.9K Hold
139
– – ﹤0.01% 3118
2025
Q3 		$11K Hold
139
– – ﹤0.01% 2664
2025
Q2 		$10.9K Buy
+139
New +$10.7K ﹤0.01% 2577

Other funds holding IGHG

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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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Retirement Partners's IGHG Position: Q4 2025 in Review

Global Retirement Partners held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q4 2025 at 139 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

Global Retirement Partners first reported a position in IGHG in Q2 2025 and has held it in 3 quarters since. The position peaked at $11K in Q3 2025. 65 funds tracked by Wall St. Rank hold IGHG as of Q4 2025.

  • Global Retirement Partners held 139 shares of ProShares Investment Grade-Interest Rate Hedged worth $10.9K as of Q4 2025.
  • Global Retirement Partners left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q4 2025.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3118 holding.
  • Global Retirement Partners first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's ProShares Investment Grade-Interest Rate Hedged position peaked at $11K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.