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MAI Capital Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

MAI Capital Management’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 		$376K Sell
4,835
-141
-3% -$11K ﹤0.01% 1149
2025
Q4 		$390K Buy
4,976
+62
+1% +$4.87K ﹤0.01% 1056
2025
Q3 		$388K Buy
4,914
+116
+2% +$9.12K ﹤0.01% 1007
2025
Q2 		$376K Sell
4,798
-754
-14% -$58.1K ﹤0.01% 932
2025
Q1 		$427K Buy
5,552
+27
+0.5% +$2.1K ﹤0.01% 871
2024
Q4 		$432K Buy
+5,525
New +$430K ﹤0.01% 890

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
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

MAI Capital Management's IGHG Position: Q1 2026 in Review

MAI Capital Management reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 2.8% in Q1 2026, selling an estimated $11K and leaving 4,835 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

MAI Capital Management first reported a position in IGHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $432K in Q4 2024. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • MAI Capital Management held 4,835 shares of ProShares Investment Grade-Interest Rate Hedged worth $376K as of Q1 2026.
  • MAI Capital Management sold 141 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $11K.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1149 holding.
  • MAI Capital Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $432K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.