NA
IGHG icon

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
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

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 $112M 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

NewEdge Advisors's IGHG Position: Q1 2026 in Review

NewEdge Advisors reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 0.27% in Q1 2026, selling an estimated $1.17K and leaving 5,555 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

NewEdge Advisors first reported a position in IGHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $453K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • NewEdge Advisors held 5,555 shares of ProShares Investment Grade-Interest Rate Hedged worth $431K as of Q1 2026.
  • NewEdge Advisors sold 15 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $1.17K.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2101 holding.
  • NewEdge Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $453K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.