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

Private Advisor 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	$284K	Buy	+3,620	New	+$284K	﹤0.01%	2149
2020 Q3	–	Sell	-134	Closed	-$9K	–	2466
2020 Q2	$9K	Buy	+134	New	+$9.2K	﹤0.01%	2978
2015 Q4	–	Sell	-9,570	Closed	-$702K	–	1125
2015 Q3	$702K	Sell	9,570 -32,890	-77%	-$2.45M	0.04%	451
2015 Q2	$3.25M	Buy	+42,460	New	+$3.28M	0.15%	136

Other funds holding IGHG

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Advisor Group's IGHG Position: Q2 2026 in Review

Private Advisor Group opened a new position in ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2026: 3,620 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #2149 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in IGHG as recently as Q2 2020.

Private Advisor Group first reported a position in IGHG in Q2 2015 and has held it in 4 quarters since. The position peaked at $3.25M in Q2 2015. 65 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

Private Advisor Group held 3,620 shares of ProShares Investment Grade-Interest Rate Hedged worth $284K as of Q2 2026.
ProShares Investment Grade-Interest Rate Hedged was a new Private Advisor Group position in Q2 2026.
ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2149 holding.
Private Advisor Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2015 and has held it in 4 quarters since.
Private Advisor Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $3.25M in Q2 2015.
65 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.