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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

KKM Financial's IGHG Position: Q1 2026 in Review

KKM Financial held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q1 2026 at 4,114 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #147.

KKM Financial first reported a position in IGHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $577K in Q4 2024. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

KKM Financial held 4,114 shares of ProShares Investment Grade-Interest Rate Hedged worth $323K as of Q1 2026.
KKM Financial left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q1 2026.
ProShares Investment Grade-Interest Rate Hedged made up 0.06% of KKM Financial's portfolio in Q1 2026, its #147 holding.
KKM Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2024 and has held it in 8 quarters since.
KKM Financial's ProShares Investment Grade-Interest Rate Hedged position peaked at $577K in Q4 2024.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.