Red Wave Investments’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Red Wave Investments’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	$394K	Hold	5,075	–	–	0.12%	74
2025 Q4	$398K	Hold	5,075	–	–	0.12%	67
2025 Q3	$401K	Hold	5,075	–	–	0.12%	67
2025 Q2	$398K	Hold	5,075	–	–	0.13%	67
2025 Q1	$390K	Hold	5,075	–	–	0.14%	68
2024 Q4	$397K	Hold	5,075	–	–	0.14%	68
2024 Q3	$391K	Hold	5,075	–	–	0.14%	70
2024 Q2	$387K	Hold	5,075	–	–	0.14%	67
2024 Q1	$388K	Hold	5,075	–	–	0.15%	67
2023 Q4	$382K	Hold	5,075	–	–	0.15%	65
2023 Q3	$376K	Hold	5,075	–	–	0.16%	63
2023 Q2	$369K	Hold	5,075	–	–	0.15%	66
2023 Q1	$365K	Hold	5,075	–	–	0.15%	65
2022 Q4	$361K	Hold	5,075	–	–	0.15%	64
2022 Q3	$346K	Hold	5,075	–	–	0.15%	68
2022 Q2	$351K	Hold	5,075	–	–	0.14%	70
2022 Q1	$367K	Buy	+5,075	New	+$369K	0.13%	74

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 $377B AUM 19.32% 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 $112M AUM

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

Red Wave Investments's IGHG Position: Q1 2026 in Review

Red Wave Investments held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q1 2026 at 5,075 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #74.

Red Wave Investments first reported a position in IGHG in Q1 2022 and has held it in 17 quarters since. The position peaked at $401K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Red Wave Investments held 5,075 shares of ProShares Investment Grade-Interest Rate Hedged worth $394K as of Q1 2026.
Red Wave Investments left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q1 2026.
ProShares Investment Grade-Interest Rate Hedged made up 0.12% of Red Wave Investments's portfolio in Q1 2026, its #74 holding.
Red Wave Investments first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2022 and has held it in 17 quarters since.
Red Wave Investments's ProShares Investment Grade-Interest Rate Hedged position peaked at $401K in Q3 2025.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.