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Beacon Financial Strategies’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Beacon Financial Strategies’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
Q2 		$358K Hold
4,820
– – 0.18% 29
2026
Q1 		$358K Hold
4,820
– – 0.2% 24
2025
Q4 		$363K Hold
4,820
– – 0.2% 24
2025
Q3 		$367K Hold
4,820
– – 0.22% 24
2025
Q2 		$369K Hold
4,820
– – 0.23% 26
2025
Q1 		$339K Buy
+4,820
New +$331K 0.23% 27

Other funds holding ISHG

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
3FI
3 Factor Indexing Sacramento, California $118M AUM
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Beacon Financial Strategies's ISHG Position: Q2 2026 in Review

Beacon Financial Strategies held its iShares 1-3 Year International Treasury Bond ETF (ISHG) position steady in Q2 2026 at 4,820 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #29.

Beacon Financial Strategies first reported a position in ISHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $369K in Q2 2025. 13 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

  • Beacon Financial Strategies held 4,820 shares of iShares 1-3 Year International Treasury Bond ETF worth $358K as of Q2 2026.
  • Beacon Financial Strategies left its iShares 1-3 Year International Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.18% of Beacon Financial Strategies's portfolio in Q2 2026, its #29 holding.
  • Beacon Financial Strategies first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Beacon Financial Strategies's iShares 1-3 Year International Treasury Bond ETF position peaked at $369K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.