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Principal Securities’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-36
Closed -$2.84K – 2386
2025
Q3 		$2.84K Sell
36
-1,245
-97% -$97.9K ﹤0.01% 3143
2025
Q2 		$100K Buy
+1,281
New +$98.7K ﹤0.01% 1541
2024
Q2 		– Sell
-35
Closed -$2.68K – 3437
2024
Q1 		$2.68K Buy
+35
New +$2.67K ﹤0.01% 2790

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities's IGHG Position: Q4 2025 in Review

Principal Securities sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2025, closing a stake of 36 shares — an estimated $2.84K sold.

Principal Securities first reported a position in IGHG in Q1 2024 and held it in 3 quarters. The position peaked at $100K in Q2 2025. 65 funds tracked by Wall St. Rank hold IGHG as of Q4 2025.

  • Principal Securities reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 36 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2025, an estimated $2.84K.
  • Principal Securities first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2024 and held it in 3 quarters.
  • Principal Securities's ProShares Investment Grade-Interest Rate Hedged position peaked at $100K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.