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

SteelPeak Wealth’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	$738K	Sell	9,420 -8,482	-47%	-$664K	0.02%	363
2026 Q1	$1.39M	Sell	17,902 -2,226	-11%	-$174K	0.04%	245
2025 Q4	$1.58M	Sell	20,128 -830	-4%	-$65.2K	0.05%	235
2025 Q3	$1.66M	Buy	+20,958	New	+$1.65M	0.06%	239

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SteelPeak Wealth's IGHG Position: Q2 2026 in Review

SteelPeak Wealth reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 47% in Q2 2026, selling an estimated $664K and leaving 9,420 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #363.

SteelPeak Wealth first reported a position in IGHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q3 2025. 6 funds tracked by Wall St. Rank hold IGHG as of Q2 2026.

SteelPeak Wealth held 9,420 shares of ProShares Investment Grade-Interest Rate Hedged worth $738K as of Q2 2026.
SteelPeak Wealth sold 8,482 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2026, an estimated $664K.
ProShares Investment Grade-Interest Rate Hedged made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #363 holding.
SteelPeak Wealth first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2025 and has held it in 4 quarters since.
SteelPeak Wealth's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.66M in Q3 2025.
6 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.