KKM Financial’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

KKM Financial’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	$263K	Sell	3,356 -758	-18%	-$59.4K	0.04%	159
2026 Q1	$323K	Hold	4,114	–	–	0.06%	147
2025 Q4	$323K	Sell	4,114 -1,709	-29%	-$134K	0.06%	147
2025 Q3	$460K	Sell	5,823 -49	-0.8%	-$3.85K	0.14%	102
2025 Q2	$460K	Sell	5,872 -1,509	-20%	-$116K	0.16%	104
2025 Q1	$568K	Buy	7,381 +1	+0%	+$78	0.24%	85
2024 Q4	$577K	Buy	7,380 +617	+9%	+$48K	0.24%	86
2024 Q3	$521K	Buy	6,763 +3,928	+139%	+$300K	0.26%	81
2024 Q2	$216K	Buy	+2,835	New	+$217K	0.1%	139

Other funds holding IGHG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KKM Financial's IGHG Position: Q2 2026 in Review

KKM Financial reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 18% in Q2 2026, selling an estimated $59.4K and leaving 3,356 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #159.

KKM Financial first reported a position in IGHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $577K in Q4 2024. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

KKM Financial held 3,356 shares of ProShares Investment Grade-Interest Rate Hedged worth $263K as of Q2 2026.
KKM Financial sold 758 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $59.4K.
ProShares Investment Grade-Interest Rate Hedged made up 0.04% of KKM Financial's portfolio in Q2 2026, its #159 holding.
KKM Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2024 and has held it in 9 quarters since.
KKM Financial's ProShares Investment Grade-Interest Rate Hedged position peaked at $577K in Q4 2024.
65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.