AWM
ISHG icon

AE Wealth Management’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

AE Wealth Management’s Portfolio ISHG Stock Details ISHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.14M Buy
28,852
+3,428
+13% +$259K 0.01% 630
2025
Q4 		$1.91M Buy
25,424
+2,236
+10% +$169K 0.01% 615
2025
Q3 		$1.77M Buy
23,188
+1,600
+7% +$121K 0.01% 602
2025
Q2 		$1.65M Buy
21,588
+7,806
+57% +$577K 0.01% 581
2025
Q1 		$970K Buy
13,782
+1,100
+9% +$75.6K 0.01% 708
2024
Q4 		$854K Buy
12,682
+216
+2% +$15.3K 0.01% 744
2024
Q3 		$922K Sell
12,466
-25,170
-67% -$1.81M 0.01% 708
2024
Q2 		$2.62M Buy
37,636
+1,271
+3% +$88.5K 0.03% 462
2024
Q1 		$2.54M Buy
36,365
+521
+1% +$36.7K 0.03% 445
2023
Q4 		$2.53M Buy
35,844
+1,202
+3% +$83.1K 0.01% 825
2023
Q3 		$2.34M Buy
34,642
+5,267
+18% +$365K 0.01% 798
2023
Q2 		$2.03M Buy
29,375
+1,605
+6% +$112K 0.01% 841
2023
Q1 		$1.95M Buy
27,770
+4,005
+17% +$279K 0.01% 813
2022
Q4 		$1.65M Sell
23,765
-2,493
-9% -$167K 0.01% 815
2022
Q3 		$1.69M Sell
26,258
-3,839
-13% -$259K 0.01% 758
2022
Q2 		$2.1M Sell
30,097
-2,759
-8% -$198K 0.02% 658
2022
Q1 		$2.48M Buy
32,856
+5,663
+21% +$435K 0.02% 644
2021
Q4 		$2.13M Sell
27,193
-426
-2% -$33.9K 0.01% 683
2021
Q3 		$2.22M Buy
27,619
+819
+3% +$67K 0.02% 612
2021
Q2 		$2.2M Buy
26,800
+4,576
+21% +$382K 0.02% 613
2021
Q1 		$1.81M Buy
22,224
+9,806
+79% +$822K 0.02% 593
2020
Q4 		$1.06M Buy
12,418
+1,928
+18% +$160K 0.01% 696
2020
Q3 		$856K Buy
10,490
+278
+3% +$22.7K 0.01% 681
2020
Q2 		$806K Buy
10,212
+1,457
+17% +$113K 0.01% 695
2020
Q1 		$676K Buy
+8,755
New +$682K 0.02% 592

Other funds holding ISHG

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $270M AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

AE Wealth Management's ISHG Position: Q1 2026 in Review

AE Wealth Management increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 13% in Q1 2026, buying an estimated $259K and bringing the position to 28,852 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #630.

AE Wealth Management first reported a position in ISHG in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.62M in Q2 2024. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • AE Wealth Management held 28,852 shares of iShares 1-3 Year International Treasury Bond ETF worth $2.14M as of Q1 2026.
  • AE Wealth Management bought 3,428 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $259K.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #630 holding.
  • AE Wealth Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • AE Wealth Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $2.62M in Q2 2024.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.