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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
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

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 $124B 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

NorthRock Partners's IGHG Position: Q1 2026 in Review

NorthRock Partners reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 42% in Q1 2026, selling an estimated $1.6M and leaving 28,303 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #202.

NorthRock Partners first reported a position in IGHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.82M in Q4 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • NorthRock Partners held 28,303 shares of ProShares Investment Grade-Interest Rate Hedged worth $2.2M as of Q1 2026.
  • NorthRock Partners sold 20,417 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $1.6M.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #202 holding.
  • NorthRock Partners first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2025 and has held it in 3 quarters since.
  • NorthRock Partners's ProShares Investment Grade-Interest Rate Hedged position peaked at $3.82M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.