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

Robinswood 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	–	Sell	-28	Closed	-$2.19K	–	437
2025 Q4	$2.19K	Hold	28	–	–	﹤0.01%	342
2025 Q3	$2.21K	Hold	28	–	–	﹤0.01%	334
2025 Q2	$2.19K	Hold	28	–	–	﹤0.01%	343
2025 Q1	$2.15K	Hold	28	–	–	﹤0.01%	334
2024 Q4	$2.19K	Hold	28	–	–	﹤0.01%	283
2024 Q3	$2.16K	Hold	28	–	–	﹤0.01%	292
2024 Q2	$2.14K	Hold	28	–	–	﹤0.01%	299
2024 Q1	$2.14K	Hold	28	–	–	﹤0.01%	214
2023 Q4	$2.11K	Hold	28	–	–	﹤0.01%	210
2023 Q3	$2.07K	Hold	28	–	–	﹤0.01%	210
2023 Q2	$2.04K	Buy	+28	New	+$2K	﹤0.01%	193

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 $124B 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

Robinswood Financial's IGHG Position: Q1 2026 in Review

Robinswood Financial sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 28 shares — an estimated $2.19K sold.

Robinswood Financial first reported a position in IGHG in Q2 2023 and held it in 11 quarters. The position peaked at $2.21K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Robinswood Financial reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
Robinswood Financial sold 28 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $2.19K.
Robinswood Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2023 and held it in 11 quarters.
Robinswood Financial's ProShares Investment Grade-Interest Rate Hedged position peaked at $2.21K in Q3 2025.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Robinswood Financial's 13F filing for Q1 2026, filed 9 Jun 2026.