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

Avior 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
2023 Q1	–	Sell	-6	Closed	-$419	–	1646
2022 Q4	$422	Hold	6	–	–	﹤0.01%	1185
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1220
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1144
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1165
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1158
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1121
2021 Q2	$0	Hold	6	–	–	﹤0.01%	1088
2021 Q1	$0	Hold	6	–	–	﹤0.01%	1079
2020 Q4	$0	Hold	6	–	–	﹤0.01%	1030
2020 Q3	$0	Hold	6	–	–	﹤0.01%	975
2020 Q2	$0	Hold	6	–	–	﹤0.01%	948
2020 Q1	$0	Sell	6 -85	-93%	-$6.62K	﹤0.01%	835
2019 Q4	$7K	Sell	91 -25	-22%	-$1.96K	﹤0.01%	633
2019 Q3	$9K	Hold	116	–	–	﹤0.01%	593
2019 Q2	$9K	Hold	116	–	–	﹤0.01%	607
2019 Q1	$9K	Sell	116 -18	-13%	-$1.43K	﹤0.01%	533
2018 Q4	$10K	Sell	134 -50	-27%	-$4.02K	﹤0.01%	568
2018 Q3	$15K	Hold	184	–	–	﹤0.01%	556
2018 Q2	$15K	Hold	184	–	–	﹤0.01%	564
2018 Q1	$16K	Hold	184	–	–	﹤0.01%	557
2017 Q4	$15K	Sell	184 -22	-11%	-$1.83K	﹤0.01%	567
2017 Q3	$17K	Hold	206	–	–	0.01%	290
2017 Q2	$17K	Hold	206	–	–	0.01%	268
2017 Q1	$16K	Hold	206	–	–	0.01%	316
2016 Q4	$16K	Hold	206	–	–	0.01%	299
2016 Q3	$17K	Hold	206	–	–	0.01%	309
2016 Q2	$17K	Hold	206	–	–	0.01%	297
2016 Q1	$17K	Buy	+206	New	+$16.4K	0.01%	301

Other funds holding ISHG

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

ADE LLC Baltimore, Maryland $209M AUM 15.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MAM

McLean Asset Management Tysons, Virginia $572M AUM 22% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Avior Wealth Management's ISHG Position: Q1 2023 in Review

Avior Wealth Management sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2023, closing a stake of 6 shares — an estimated $419 sold.

Avior Wealth Management first reported a position in ISHG in Q1 2016 and held it in 28 quarters. The position peaked at $17K in Q3 2017. 21 funds tracked by Wall St. Rank hold ISHG as of Q1 2023.

Avior Wealth Management reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Avior Wealth Management sold 6 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2023, an estimated $419.
Avior Wealth Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2016 and held it in 28 quarters.
Avior Wealth Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $17K in Q3 2017.
21 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2023.

Based on Avior Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.