SFE Investment Counsel’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

SFE Investment Counsel’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	$202K	Hold	2,600	–	–	0.03%	137
2025 Q4	$204K	Hold	2,600	–	–	0.03%	142
2025 Q3	$205K	Hold	2,600	–	–	0.03%	141
2025 Q2	$204K	Buy	+2,600	New	+$200K	0.04%	138
2025 Q1	–	Sell	-2,600	Closed	-$203K	–	142
2024 Q4	$203K	Hold	2,600	–	–	0.04%	111
2024 Q3	$200K	Sell	2,600 -2,000	-43%	-$153K	0.04%	114
2024 Q2	$351K	Hold	4,600	–	–	0.08%	103
2024 Q1	$352K	Sell	4,600 -50	-1%	-$3.81K	0.08%	110
2023 Q4	$350K	Hold	4,650	–	–	0.09%	102
2023 Q3	$344K	Hold	4,650	–	–	0.1%	102
2023 Q2	$339K	Hold	4,650	–	–	0.1%	103
2023 Q1	$330K	Sell	4,650 -3,725	-44%	-$268K	0.1%	103
2022 Q4	$605K	Sell	8,375 -13,802	-62%	-$966K	0.19%	87
2022 Q3	$1.51M	Sell	22,177 -1,062	-5%	-$73.8K	0.48%	65
2022 Q2	$1.61M	Hold	23,239	–	–	0.48%	67
2022 Q1	$1.68M	Buy	23,239 +17,839	+330%	+$1.3M	0.43%	69
2021 Q4	$402K	Buy	+5,400	New	+$405K	0.1%	103

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

SFE Investment Counsel's IGHG Position: Q1 2026 in Review

SFE Investment Counsel held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q1 2026 at 2,600 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #137.

SFE Investment Counsel first reported a position in IGHG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.68M in Q1 2022. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

SFE Investment Counsel held 2,600 shares of ProShares Investment Grade-Interest Rate Hedged worth $202K as of Q1 2026.
SFE Investment Counsel left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q1 2026.
ProShares Investment Grade-Interest Rate Hedged made up 0.03% of SFE Investment Counsel's portfolio in Q1 2026, its #137 holding.
SFE Investment Counsel first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2021 and has held it in 17 quarters since.
SFE Investment Counsel's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.68M in Q1 2022.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.