LPL Financial
IGHG icon

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

LPL 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 		$17.3M Sell
221,460
-18,461
-8% -$1.45M ﹤0.01% 1682
2026
Q1 		$18.6M Sell
239,921
-6,108
-2% -$477K ﹤0.01% 1517
2025
Q4 		$19.3M Buy
246,029
+7,459
+3% +$586K 0.01% 1432
2025
Q3 		$18.8M Buy
238,570
+54,850
+30% +$4.31M 0.01% 1403
2025
Q2 		$14.4M Buy
183,720
+9,384
+5% +$723K ﹤0.01% 1467
2025
Q1 		$13.4M Buy
174,336
+8,379
+5% +$652K 0.01% 1411
2024
Q4 		$13M Buy
165,957
+7,835
+5% +$610K 0.01% 1355
2024
Q3 		$12.2M Buy
158,122
+42,194
+36% +$3.22M 0.01% 1335
2024
Q2 		$8.85M Buy
115,928
+47,246
+69% +$3.62M ﹤0.01% 1457
2024
Q1 		$5.26M Sell
68,682
-1,903
-3% -$145K ﹤0.01% 1730
2023
Q4 		$5.32M Buy
70,585
+879
+1% +$65.6K ﹤0.01% 1651
2023
Q3 		$5.16M Buy
69,706
+1,937
+3% +$142K ﹤0.01% 1580
2023
Q2 		$4.93M Buy
67,769
+2,173
+3% +$155K ﹤0.01% 1573
2023
Q1 		$4.71M Sell
65,596
-3,819
-6% -$275K ﹤0.01% 1554
2022
Q4 		$4.94M Sell
69,415
-18,678
-21% -$1.31M ﹤0.01% 1461
2022
Q3 		$6.01M Buy
88,093
+11,844
+16% +$823K 0.01% 1254
2022
Q2 		$5.27M Sell
76,249
-13,971
-15% -$991K 0.01% 1356
2022
Q1 		$6.52M Sell
90,220
-69,493
-44% -$5.05M 0.01% 1282
2021
Q4 		$11.9M Buy
159,713
+12,216
+8% +$916K 0.01% 922
2021
Q3 		$11.2M Buy
147,497
+80,611
+121% +$6.09M 0.01% 900
2021
Q2 		$5.12M Buy
66,886
+24,731
+59% +$1.89M 0.01% 1331
2021
Q1 		$3.25M Buy
42,155
+24,801
+143% +$1.88M ﹤0.01% 1516
2020
Q4 		$1.31M Sell
17,354
-7,461
-30% -$552K ﹤0.01% 1972
2020
Q3 		$1.77M Sell
24,815
-1,383
-5% -$99.6K ﹤0.01% 1532
2020
Q2 		$1.85M Sell
26,198
-622
-2% -$42.7K ﹤0.01% 1386
2020
Q1 		$1.75M Buy
26,820
+5,054
+23% +$368K ﹤0.01% 1278
2019
Q4 		$1.68M Buy
21,766
+321
+1% +$24.3K ﹤0.01% 1472
2019
Q3 		$1.6M Sell
21,445
-4,228
-16% -$316K ﹤0.01% 1404
2019
Q2 		$1.93M Sell
25,673
-6,603
-20% -$491K ﹤0.01% 1273
2019
Q1 		$2.39M Sell
32,276
-957
-3% -$70.1K 0.01% 1098
2018
Q4 		$2.36M Buy
33,233
+6,837
+26% +$504K 0.01% 996
2018
Q3 		$2M Buy
26,396
+829
+3% +$62.1K ﹤0.01% 1179
2018
Q2 		$1.89M Sell
25,567
-48,364
-65% -$3.65M 0.01% 1181
2018
Q1 		$5.64M Buy
73,931
+49,434
+202% +$3.83M 0.02% 651
2017
Q4 		$1.89M Sell
24,497
-3,135
-11% -$241K 0.01% 1109
2017
Q3 		$2.13M Buy
27,632
+913
+3% +$69.5K 0.01% 959
2017
Q2 		$2.04M Sell
26,719
-2,772
-9% -$210K 0.01% 927
2017
Q1 		$2.23M Buy
29,491
+16,490
+127% +$1.25M 0.02% 772
2016
Q4 		$991K Buy
13,001
+9,771
+303% +$732K 0.01% 1223
2016
Q3 		$238K Sell
3,230
-143
-4% -$10.5K ﹤0.01% 2292
2016
Q2 		$244K Sell
3,373
-4,576
-58% -$335K ﹤0.01% 2237
2016
Q1 		$575K Hold
7,949
– – ﹤0.01% 2066
2015
Q4 		$580K Buy
7,949
+3,734
+89% +$275K ﹤0.01% 2099
2015
Q3 		$307K Sell
4,215
-27,214
-87% -$2.03M ﹤0.01% 2178
2015
Q2 		$2.4M Sell
31,429
-5,663
-15% -$437K 0.01% 821
2015
Q1 		$2.86M Buy
37,092
+26,344
+245% +$2.03M 0.01% 738
2014
Q4 		$831K Buy
+10,748
New +$843K ﹤0.01% 1441

Other funds holding IGHG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial's IGHG Position: Q2 2026 in Review

LPL Financial reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 7.7% in Q2 2026, selling an estimated $1.45M and leaving 221,460 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

LPL Financial first reported a position in IGHG in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.3M in Q4 2025. 33 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • LPL Financial held 221,460 shares of ProShares Investment Grade-Interest Rate Hedged worth $17.3M as of Q2 2026.
  • LPL Financial sold 18,461 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $1.45M.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1682 holding.
  • LPL Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2014 and has held it in 47 quarters since.
  • LPL Financial's ProShares Investment Grade-Interest Rate Hedged position peaked at $19.3M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.