Medallion Wealth Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Medallion Wealth Advisors’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	$60.8K	Buy	776 +10	+1%	+$783	0.02%	434
2026 Q1	$59.5K	Buy	766 +7	+0.9%	+$547	0.02%	449
2025 Q4	$59.5K	Sell	759 -1,258	-62%	-$98.8K	0.02%	444
2025 Q3	$159K	Buy	2,017 +26	+1%	+$2.04K	0.06%	262
2025 Q2	$155K	Buy	1,991 +27	+1%	+$2.08K	0.06%	262
2025 Q1	$150K	Buy	1,964 +16	+0.8%	+$1.25K	0.07%	240
2024 Q4	$152K	Buy	+1,948	New	+$152K	0.08%	224

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

Medallion Wealth Advisors's IGHG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 1.3% in Q2 2026, buying an estimated $783 and bringing the position to 776 shares worth $60.8K. The position accounts for 0.02% of the portfolio, ranked #434.

Medallion Wealth Advisors first reported a position in IGHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $159K in Q3 2025. 66 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

Medallion Wealth Advisors held 776 shares of ProShares Investment Grade-Interest Rate Hedged worth $60.8K as of Q2 2026.
Medallion Wealth Advisors bought 10 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $783.
ProShares Investment Grade-Interest Rate Hedged made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #434 holding.
Medallion Wealth Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $159K in Q3 2025.
66 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.