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Hobart Private Capital’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Hobart Private Capital’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
-17,444
Closed -$1.37M – 138
2025
Q4 		$1.37M Buy
17,444
+1,616
+10% +$127K 0.27% 61
2025
Q3 		$1.25M Buy
15,828
+1,903
+14% +$150K 0.26% 58
2025
Q2 		$1.09M Buy
+13,925
New +$1.07M 0.25% 53

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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
Osaic Holdings
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

Hobart Private Capital's IGHG Position: Q1 2026 in Review

Hobart Private Capital sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 17,444 shares — an estimated $1.37M sold.

Hobart Private Capital first reported a position in IGHG in Q2 2025 and held it in 3 quarters. The position peaked at $1.37M in Q4 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • Hobart Private Capital reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
  • Hobart Private Capital sold 17,444 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $1.37M.
  • Hobart Private Capital first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2025 and held it in 3 quarters.
  • Hobart Private Capital's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.37M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Hobart Private Capital's 13F filing for Q1 2026, filed 7 Apr 2026.