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Patton Albertson Miller Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Patton Albertson Miller 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 		$231K Hold
2,950
– – 0.02% 200
2026
Q1 		$229K Sell
2,950
-115
-4% -$8.99K 0.03% 199
2025
Q4 		$240K Hold
3,065
– – 0.03% 199
2025
Q3 		$242K Hold
3,065
– – 0.03% 191
2025
Q2 		$240K Sell
3,065
-325
-10% -$25K 0.03% 198
2025
Q1 		$261K Sell
3,390
-385
-10% -$30K 0.04% 189
2024
Q4 		$295K Sell
3,775
-75
-2% -$5.84K 0.04% 182
2024
Q3 		$297K Sell
3,850
-65
-2% -$4.96K 0.04% 181
2024
Q2 		$299K Hold
3,915
– – 0.04% 170
2024
Q1 		$300K Sell
3,915
-10
-0.3% -$762 0.04% 174
2023
Q4 		$296K Hold
3,925
– – 0.05% 170
2023
Q3 		$291K Sell
3,925
-200
-5% -$14.7K 0.06% 170
2023
Q2 		$300K Hold
4,125
– – 0.06% 169
2023
Q1 		$296K Hold
4,125
– – 0.05% 180
2022
Q4 		$293K Sell
4,125
-2,000
-33% -$140K 0.05% 176
2022
Q3 		$418K Sell
6,125
-65
-1% -$4.52K 0.09% 163
2022
Q2 		$428K Sell
6,190
-6,463
-51% -$458K 0.09% 169
2022
Q1 		$914K Buy
12,653
+2,210
+21% +$161K 0.16% 135
2021
Q4 		$777K Buy
10,443
+1,120
+12% +$84K 0.13% 150
2021
Q3 		$705K Buy
+9,323
New +$705K 0.13% 150

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

Patton Albertson Miller Group's IGHG Position: Q2 2026 in Review

Patton Albertson Miller Group held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q2 2026 at 2,950 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #200.

Patton Albertson Miller Group first reported a position in IGHG in Q3 2021 and has held it in 20 quarters since. The position peaked at $914K in Q1 2022. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • Patton Albertson Miller Group held 2,950 shares of ProShares Investment Grade-Interest Rate Hedged worth $231K as of Q2 2026.
  • Patton Albertson Miller Group left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q2 2026.
  • ProShares Investment Grade-Interest Rate Hedged made up 0.02% of Patton Albertson Miller Group's portfolio in Q2 2026, its #200 holding.
  • Patton Albertson Miller Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2021 and has held it in 20 quarters since.
  • Patton Albertson Miller Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $914K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.