Opinicus Capital’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Opinicus Capital’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	$317K	Buy	4,080 +103	+3%	+$8.02K	0.17%	82
2026 Q2	$311K	Sell	3,977 -83	-2%	-$6.5K	0.17%	83
2026 Q1	$315K	Buy	4,060 +23	+0.6%	+$1.8K	0.22%	79
2025 Q4	$317K	Sell	4,037 -215	-5%	-$16.9K	0.22%	79
2025 Q3	$336K	Buy	4,252 +56	+1%	+$4.4K	0.23%	84
2025 Q2	$329K	Buy	4,196 +18	+0.4%	+$1.39K	0.25%	82
2025 Q1	$321K	Buy	4,178 +35	+0.8%	+$2.72K	0.28%	79
2024 Q4	$324K	Sell	4,143 -106	-2%	-$8.25K	0.27%	79
2024 Q3	$327K	Buy	4,249 +36	+0.9%	+$2.75K	0.26%	84
2024 Q2	$321K	Sell	4,213 -42	-1%	-$3.22K	0.27%	83
2024 Q1	$326K	Sell	4,255 -613	-13%	-$46.7K	0.29%	76
2023 Q4	$367K	Buy	+4,868	New	+$363K	0.37%	69

Other funds holding IGHG

Larry Mathis Financial Planning Phoenix, Arizona $118M AUM 23.63% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

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

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 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

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Opinicus Capital's IGHG Position: Q3 2026 in Review

Opinicus Capital increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 2.6% in Q3 2026, buying an estimated $8.02K and bringing the position to 4,080 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #82.

Opinicus Capital first reported a position in IGHG in Q4 2023 and has held it in 12 quarters since. The position peaked at $367K in Q4 2023. 16 funds tracked by Wall St. Rank hold IGHG as of Q3 2026.

Opinicus Capital held 4,080 shares of ProShares Investment Grade-Interest Rate Hedged worth $317K as of Q3 2026.
Opinicus Capital bought 103 ProShares Investment Grade-Interest Rate Hedged shares in Q3 2026, an estimated $8.02K.
ProShares Investment Grade-Interest Rate Hedged made up 0.17% of Opinicus Capital's portfolio in Q3 2026, its #82 holding.
Opinicus Capital first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2023 and has held it in 12 quarters since.
Opinicus Capital's ProShares Investment Grade-Interest Rate Hedged position peaked at $367K in Q4 2023.
16 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.