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 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

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 $131M AUM

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Medallion Wealth Advisors's IGHG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 0.92% in Q1 2026, buying an estimated $547 and bringing the position to 766 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #449.

Medallion Wealth Advisors first reported a position in IGHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $159K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Medallion Wealth Advisors held 766 shares of ProShares Investment Grade-Interest Rate Hedged worth $59.5K as of Q1 2026.
Medallion Wealth Advisors bought 7 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $547.
ProShares Investment Grade-Interest Rate Hedged made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #449 holding.
Medallion Wealth Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $159K in Q3 2025.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.