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Novem Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Novem Group’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 		$219K Sell
2,791
-50
-2% -$3.92K 0.02% 419
2026
Q1 		$221K Sell
2,841
-90
-3% -$7.04K 0.03% 396
2025
Q4 		$230K Buy
+2,931
New +$230K 0.03% 382

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

Novem Group's IGHG Position: Q2 2026 in Review

Novem Group reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 1.8% in Q2 2026, selling an estimated $3.92K and leaving 2,791 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #419.

Novem Group first reported a position in IGHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • Novem Group held 2,791 shares of ProShares Investment Grade-Interest Rate Hedged worth $219K as of Q2 2026.
  • Novem Group sold 50 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $3.92K.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.02% of Novem Group's portfolio in Q2 2026, its #419 holding.
  • Novem Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2025 and has held it in 3 quarters since.
  • Novem Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $230K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.