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Spire Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Spire Wealth Management’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 		$25.4K Buy
324
+25
+8% +$1.96K ﹤0.01% 1379
2026
Q1 		$23.2K Hold
299
– – ﹤0.01% 1384
2025
Q4 		$23.4K Hold
299
– – ﹤0.01% 1426
2025
Q3 		$23.6K Hold
299
– – ﹤0.01% 1475
2025
Q2 		$23.4K Sell
299
-22
-7% -$1.7K ﹤0.01% 1457
2025
Q1 		$24.7K Sell
321
-40
-11% -$3.11K ﹤0.01% 1535
2024
Q4 		$28.2K Sell
361
-17
-4% -$1.32K ﹤0.01% 1502
2024
Q3 		$29.1K Sell
378
-520
-58% -$39.7K ﹤0.01% 1320
2024
Q2 		$68.5K Sell
898
-125
-12% -$9.58K ﹤0.01% 1012
2024
Q1 		$78.3K Buy
1,023
+15
+1% +$1.14K ﹤0.01% 1074
2023
Q4 		$77.3K Buy
1,008
+74
+8% +$5.53K ﹤0.01% 1066
2023
Q3 		$69.2K Buy
934
+203
+28% +$14.9K ﹤0.01% 1055
2023
Q2 		$53.2K Hold
731
– – ﹤0.01% 1176
2023
Q1 		$52.5K Hold
731
– – ﹤0.01% 1186
2022
Q4 		$52K Hold
731
– – ﹤0.01% 979
2022
Q3 		$50K Hold
731
– – ﹤0.01% 949
2022
Q2 		$51K Buy
731
+72
+11% +$5.11K ﹤0.01% 1282
2022
Q1 		$48K Buy
659
+328
+99% +$23.8K ﹤0.01% 1464
2021
Q4 		$25K Buy
331
+297
+874% +$22.3K ﹤0.01% 2036
2021
Q3 		$3K Buy
+34
New +$2.57K ﹤0.01% 2398

Other funds holding IGHG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's IGHG Position: Q2 2026 in Review

Spire Wealth Management increased its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 8.4% in Q2 2026, buying an estimated $1.96K and bringing the position to 324 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Spire Wealth Management first reported a position in IGHG in Q3 2021 and has held it in 20 quarters since. The position peaked at $78.3K in Q1 2024. 6 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

  • Spire Wealth Management held 324 shares of ProShares Investment Grade-Interest Rate Hedged worth $25.4K as of Q2 2026.
  • Spire Wealth Management bought 25 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $1.96K.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1379 holding.
  • Spire Wealth Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $78.3K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.