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 Q3	–	Sell	-2,791	Closed	-$219K	–	464
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Novem Group's IGHG Position: Q3 2026 in Review

Novem Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q3 2026, closing a stake of 2,791 shares — an estimated $219K sold.

Novem Group first reported a position in IGHG in Q4 2025 and held it in 3 quarters. The position peaked at $230K in Q4 2025. 7 funds tracked by Wall St. Rank hold IGHG as of Q3 2026.

Novem Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q3 2026 after selling out during the quarter.
Novem Group sold 2,791 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2026, an estimated $219K.
Novem Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2025 and held it in 3 quarters.
Novem Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $230K in Q4 2025.
7 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.