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J.W. Cole Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

J.W. Cole Advisors’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 		$247K Sell
3,179
-195
-6% -$15.2K 0.01% 688
2025
Q4 		$265K Sell
3,374
-5
-0.1% -$393 0.01% 1162
2025
Q3 		$267K Buy
3,379
+16
+0.5% +$1.26K 0.01% 1278
2025
Q2 		$263K Sell
3,363
-67
-2% -$5.16K 0.01% 1202
2025
Q1 		$264K Buy
3,430
+16
+0.5% +$1.25K 0.01% 1031
2024
Q4 		$267K Sell
3,414
-349
-9% -$27.2K 0.01% 823
2024
Q3 		$290K Sell
3,763
-823
-18% -$62.8K 0.01% 785
2024
Q2 		$350K Sell
4,586
-103
-2% -$7.89K 0.02% 646
2024
Q1 		$359K Sell
4,689
-79
-2% -$6.02K 0.02% 629
2023
Q4 		$359K Buy
4,768
+85
+2% +$6.35K 0.02% 579
2023
Q3 		$347K Buy
4,683
+5
+0.1% +$367 0.03% 525
2023
Q2 		$341K Sell
4,678
-73
-2% -$5.22K 0.02% 538
2023
Q1 		$341K Sell
4,751
-342
-7% -$24.6K 0.02% 561
2022
Q4 		$362K Sell
5,093
-161
-3% -$11.3K 0.03% 498
2022
Q3 		$358K Buy
+5,254
New +$365K 0.03% 481

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 $112M 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

J.W. Cole Advisors's IGHG Position: Q1 2026 in Review

J.W. Cole Advisors reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 5.8% in Q1 2026, selling an estimated $15.2K and leaving 3,179 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #688.

J.W. Cole Advisors first reported a position in IGHG in Q3 2022 and has held it in 15 quarters since. The position peaked at $362K in Q4 2022. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • J.W. Cole Advisors held 3,179 shares of ProShares Investment Grade-Interest Rate Hedged worth $247K as of Q1 2026.
  • J.W. Cole Advisors sold 195 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $15.2K.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #688 holding.
  • J.W. Cole Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2022 and has held it in 15 quarters since.
  • J.W. Cole Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $362K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.