Vermillion & White Wealth Management Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Vermillion & White Wealth Management Group’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	-428	Closed	-$33.6K	–	277
2025 Q4	$33.6K	Hold	428	–	–	0.02%	198
2025 Q3	$33.8K	Hold	428	–	–	0.02%	195
2025 Q2	$33.5K	Hold	428	–	–	0.02%	175
2025 Q1	$32.9K	Hold	428	–	–	0.02%	160
2024 Q4	$33.5K	Hold	428	–	–	0.02%	160
2024 Q3	$33K	Buy	+428	New	+$32.7K	0.02%	158

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

Vermillion & White Wealth Management Group's IGHG Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 428 shares — an estimated $33.6K sold.

Vermillion & White Wealth Management Group first reported a position in IGHG in Q3 2024 and held it in 6 quarters. The position peaked at $33.8K in Q3 2025. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 428 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $33.6K.
Vermillion & White Wealth Management Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2024 and held it in 6 quarters.
Vermillion & White Wealth Management Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $33.8K in Q3 2025.
58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.