Strategic Advocates’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Strategic Advocates’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	-97	Closed	-$7.62K	–	428
2025 Q4	$7.62K	Hold	97	–	–	﹤0.01%	395
2025 Q3	$7.66K	Buy	+97	New	+$7.63K	﹤0.01%	373
2025 Q1	–	Sell	-10,208	Closed	-$798K	–	121
2024 Q4	$798K	Sell	10,208 -1,412	-12%	-$110K	0.27%	55
2024 Q3	$895K	Buy	11,620 +2,537	+28%	+$194K	0.32%	47
2024 Q2	$693K	Sell	9,083 -302	-3%	-$23.1K	0.28%	53
2024 Q1	$718K	Sell	9,385 -3,661	-28%	-$279K	0.28%	57
2023 Q4	$983K	Sell	13,046 -3,766	-22%	-$281K	0.42%	46
2023 Q3	$1.24M	Buy	+16,812	New	+$1.23M	0.59%	38

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 $131M 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

Strategic Advocates's IGHG Position: Q1 2026 in Review

Strategic Advocates sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 97 shares — an estimated $7.62K sold.

Strategic Advocates first reported a position in IGHG in Q3 2023 and held it in 8 quarters. The position peaked at $1.24M in Q3 2023. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Strategic Advocates reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 97 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $7.62K.
Strategic Advocates first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2023 and held it in 8 quarters.
Strategic Advocates's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.24M in Q3 2023.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.