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

Beacon Pointe Advisors’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 		$8.4M Buy
113,220
+29,058
+35% +$2.19M 0.04% 357
2025
Q4 		$6.33M Buy
84,162
+24,867
+42% +$1.88M 0.04% 336
2025
Q3 		$4.52M Buy
+59,295
New +$4.5M 0.04% 377

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

Beacon Pointe Advisors's ISHG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 35% in Q1 2026, buying an estimated $2.19M and bringing the position to 113,220 shares worth $8.4M. The position accounts for 0.04% of the portfolio, ranked #357.

Beacon Pointe Advisors first reported a position in ISHG in Q3 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Beacon Pointe Advisors held 113,220 shares of iShares 1-3 Year International Treasury Bond ETF worth $8.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 29,058 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $2.19M.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #357 holding.
  • Beacon Pointe Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.