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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
Q2 		– Sell
-3,179
Closed -$247K – 1618
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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 $1.55T AUM 33.47% 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

J.W. Cole Advisors's IGHG Position: Q2 2026 in Review

J.W. Cole Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2026, closing a stake of 3,179 shares — an estimated $247K sold.

J.W. Cole Advisors first reported a position in IGHG in Q3 2022 and held it in 15 quarters. The position peaked at $362K in Q4 2022. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • J.W. Cole Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,179 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $247K.
  • J.W. Cole Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2022 and held it in 15 quarters.
  • J.W. Cole Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $362K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.