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

NewEdge 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 		$446K Buy
5,698
+143
+3% +$11.2K ﹤0.01% 2215
2026
Q1 		$431K Sell
5,555
-15
-0.3% -$1.17K ﹤0.01% 2101
2025
Q4 		$437K Sell
5,570
-161
-3% -$12.6K ﹤0.01% 2072
2025
Q3 		$453K Buy
5,731
+2,039
+55% +$160K ﹤0.01% 1889
2025
Q2 		$289K Sell
3,692
-258
-7% -$19.9K ﹤0.01% 2039
2025
Q1 		$304K Buy
3,950
+2,281
+137% +$177K ﹤0.01% 1888
2024
Q4 		$130K Buy
1,669
+100
+6% +$7.78K ﹤0.01% 2201
2024
Q3 		$121K Buy
1,569
+350
+29% +$26.7K ﹤0.01% 2136
2024
Q2 		$93K Hold
1,219
– – ﹤0.01% 2144
2024
Q1 		$93.3K Buy
1,219
+194
+19% +$14.8K ﹤0.01% 2083
2023
Q4 		$77.3K Buy
1,025
+488
+91% +$36.4K ﹤0.01% 2049
2023
Q3 		$39.8K Buy
537
+135
+34% +$9.9K ﹤0.01% 2159
2023
Q2 		$29.3K Buy
402
+190
+90% +$13.6K ﹤0.01% 2269
2023
Q1 		$15.2K Hold
212
– – ﹤0.01% 2432
2022
Q4 		$15 Buy
+212
New +$14.8K ﹤0.01% 3645

Other funds holding IGHG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors's IGHG Position: Q2 2026 in Review

NewEdge Advisors increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 2.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 5,698 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

NewEdge Advisors first reported a position in IGHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $453K in Q3 2025. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • NewEdge Advisors held 5,698 shares of ProShares Investment Grade-Interest Rate Hedged worth $446K as of Q2 2026.
  • NewEdge Advisors bought 143 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $11.2K.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2215 holding.
  • NewEdge Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $453K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.