Raymond James Financial’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Raymond James Financial’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 Q1	$1.28M	Buy	16,437 +2,551	+18%	+$199K	﹤0.01%	3689
2025 Q4	$1.09M	Buy	13,886 +8,745	+170%	+$687K	﹤0.01%	3716
2025 Q3	$406K	Buy	5,141 +395	+8%	+$31.1K	﹤0.01%	4243
2025 Q2	$372K	Sell	4,746 -45	-0.9%	-$3.47K	﹤0.01%	4180
2025 Q1	$368K	Buy	4,791 +698	+17%	+$54.3K	﹤0.01%	4102
2024 Q4	$320K	Buy	+4,093	New	+$319K	﹤0.01%	4151

Other funds holding IGHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $68.3B AUM 20.5% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Raymond James Financial's IGHG Position: Q1 2026 in Review

Raymond James Financial increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 18% in Q1 2026, buying an estimated $199K and bringing the position to 16,437 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3689.

Raymond James Financial first reported a position in IGHG in Q4 2024 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Raymond James Financial held 16,437 shares of ProShares Investment Grade-Interest Rate Hedged worth $1.28M as of Q1 2026.
Raymond James Financial bought 2,551 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $199K.
ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3689 holding.
Raymond James Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.