BOLTON SECURITIES CORPORATION’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$42.4K	Hold	546	–	–	﹤0.01%	1395
2026 Q2	$42.8K	Hold	546	–	–	﹤0.01%	1395
2026 Q1	$42.4K	Buy	+546	New	+$42.7K	﹤0.01%	1271
2025 Q3	$85.2K	Buy	+1,078	New	+$84.8K	﹤0.01%	1021
2025 Q1	$82.9K	Buy	+1,078	New	+$83.9K	﹤0.01%	927

Other funds holding IGHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Larry Mathis Financial Planning Phoenix, Arizona $118M AUM 23.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IGHG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its ProShares Investment Grade-Interest Rate Hedged (IGHG) position steady in Q3 2026 at 546 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

BOLTON SECURITIES CORPORATION first reported a position in IGHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $85.2K in Q3 2025. 43 funds tracked by Wall St. Rank hold IGHG as of Q3 2026.

BOLTON SECURITIES CORPORATION held 546 shares of ProShares Investment Grade-Interest Rate Hedged worth $42.4K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its ProShares Investment Grade-Interest Rate Hedged share count unchanged in Q3 2026.
ProShares Investment Grade-Interest Rate Hedged made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1395 holding.
BOLTON SECURITIES CORPORATION first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's ProShares Investment Grade-Interest Rate Hedged position peaked at $85.2K in Q3 2025.
43 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.