Larry Mathis Financial Planning’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Larry Mathis Financial Planning’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	$5.44M	Buy	69,485 +4,643	+7%	+$364K	4.15%	5
2026 Q1	$5.04M	Buy	64,842 +277	+0.4%	+$21.7K	4.51%	5
2025 Q4	$5.06M	Buy	+64,565	New	+$5.07M	4.47%	3

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Larry Mathis Financial Planning's IGHG Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 7.2% in Q2 2026, buying an estimated $364K and bringing the position to 69,485 shares worth $5.44M. The position accounts for 4.15% of the portfolio, ranked #5.

Larry Mathis Financial Planning first reported a position in IGHG in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

Larry Mathis Financial Planning held 69,485 shares of ProShares Investment Grade-Interest Rate Hedged worth $5.44M as of Q2 2026.
Larry Mathis Financial Planning bought 4,643 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $364K.
ProShares Investment Grade-Interest Rate Hedged made up 4.15% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #5 holding.
Larry Mathis Financial Planning first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2025 and has held it in 3 quarters since.
65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.