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NorthRock Partners’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

NorthRock Partners’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 		$1.93M Sell
24,582
-3,721
-13% -$291K 0.03% 223
2026
Q1 		$2.2M Sell
28,303
-20,417
-42% -$1.6M 0.04% 202
2025
Q4 		$3.82M Buy
48,720
+5,451
+13% +$428K 0.06% 138
2025
Q3 		$3.42M Buy
+43,269
New +$3.4M 0.06% 137

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

NorthRock Partners's IGHG Position: Q2 2026 in Review

NorthRock Partners reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 13% in Q2 2026, selling an estimated $291K and leaving 24,582 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #223.

NorthRock Partners first reported a position in IGHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.82M in Q4 2025. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • NorthRock Partners held 24,582 shares of ProShares Investment Grade-Interest Rate Hedged worth $1.93M as of Q2 2026.
  • NorthRock Partners sold 3,721 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $291K.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.03% of NorthRock Partners's portfolio in Q2 2026, its #223 holding.
  • NorthRock Partners first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2025 and has held it in 4 quarters since.
  • NorthRock Partners's ProShares Investment Grade-Interest Rate Hedged position peaked at $3.82M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.