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

Stifel 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 		$891K Sell
11,477
-417
-4% -$32.6K ﹤0.01% 2518
2025
Q4 		$933K Buy
11,894
+255
+2% +$20K ﹤0.01% 2486
2025
Q3 		$919K Hold
11,639
– – ﹤0.01% 2440
2025
Q2 		$912K Hold
11,639
– – ﹤0.01% 2393
2025
Q1 		$895K Sell
11,639
-959
-8% -$74.6K ﹤0.01% 2307
2024
Q4 		$985K Buy
12,598
+15
+0.1% +$1.17K ﹤0.01% 2252
2024
Q3 		$969K Hold
12,583
– – ﹤0.01% 2248
2024
Q2 		$960K Sell
12,583
-336
-3% -$25.7K ﹤0.01% 2188
2024
Q1 		$988K Sell
12,919
-671
-5% -$51.1K ﹤0.01% 2191
2023
Q4 		$1.02M Sell
13,590
-351
-3% -$26.2K ﹤0.01% 2136
2023
Q3 		$1.03M Sell
13,941
-536
-4% -$39.3K ﹤0.01% 2038
2023
Q2 		$1.05M Sell
14,477
-858
-6% -$61.3K ﹤0.01% 2056
2023
Q1 		$1.1M Hold
15,335
– – ﹤0.01% 1985
2022
Q4 		$1.09M Buy
15,335
+99
+0.6% +$6.93K ﹤0.01% 1931
2022
Q3 		$1.04M Sell
15,236
-7,030
-32% -$489K ﹤0.01% 1951
2022
Q2 		$1.54M Sell
22,266
-15,479
-41% -$1.1M ﹤0.01% 1681
2022
Q1 		$2.73M Buy
37,745
+1,848
+5% +$134K ﹤0.01% 1419
2021
Q4 		$2.67M Buy
35,897
+18,204
+103% +$1.36M ﹤0.01% 1423
2021
Q3 		$1.34M Buy
17,693
+1,124
+7% +$85K ﹤0.01% 1863
2021
Q2 		$1.27M Buy
16,569
+922
+6% +$70.3K ﹤0.01% 1921
2021
Q1 		$1.21M Buy
15,647
+7,029
+82% +$532K ﹤0.01% 1877
2020
Q4 		$651K Buy
8,618
+223
+3% +$16.5K ﹤0.01% 2148
2020
Q3 		$600K Buy
8,395
+105
+1% +$7.57K ﹤0.01% 1974
2020
Q2 		$585K Sell
8,290
-1,445
-15% -$99.2K ﹤0.01% 1930
2020
Q1 		$632K Sell
9,735
-811
-8% -$59.1K ﹤0.01% 1717
2019
Q4 		$817K Sell
10,546
-23
-0.2% -$1.74K ﹤0.01% 1967
2019
Q3 		$788K Sell
10,569
-558
-5% -$41.7K ﹤0.01% 1903
2019
Q2 		$840K Sell
11,127
-1,241
-10% -$92.3K ﹤0.01% 1913
2019
Q1 		$919K Buy
12,368
+2,229
+22% +$163K ﹤0.01% 1702
2018
Q4 		$718K Buy
+10,139
New +$747K ﹤0.01% 1738
2018
Q2 		– Sell
-5,935
Closed -$452K – 2753
2018
Q1 		$452K Buy
5,935
+192
+3% +$14.9K ﹤0.01% 2028
2017
Q4 		$442K Buy
+5,743
New +$442K ﹤0.01% 1984

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $112M AUM
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
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

Stifel Financial's IGHG Position: Q1 2026 in Review

Stifel Financial reduced its ProShares Investment Grade-Interest Rate Hedged (IGHG) stake by 3.5% in Q1 2026, selling an estimated $32.6K and leaving 11,477 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Stifel Financial first reported a position in IGHG in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.73M in Q1 2022. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • Stifel Financial held 11,477 shares of ProShares Investment Grade-Interest Rate Hedged worth $891K as of Q1 2026.
  • Stifel Financial sold 417 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $32.6K.
  • ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2518 holding.
  • Stifel Financial first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2017 and has held it in 32 quarters since.
  • Stifel Financial's ProShares Investment Grade-Interest Rate Hedged position peaked at $2.73M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.