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

Beaird Harris 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
2022
Q3 		– Sell
-1,902
Closed -$132K – 511
2022
Q2 		$132K Sell
1,902
-900
-32% -$64.5K 0.04% 81
2022
Q1 		$211K Sell
2,802
-4,783
-63% -$367K 0.08% 82
2021
Q4 		$593K Buy
+7,585
New +$603K 0.22% 60

Other funds holding ISHG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaird Harris Wealth Management's ISHG Position: Q3 2022 in Review

Beaird Harris Wealth Management sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2022, closing a stake of 1,902 shares — an estimated $132K sold.

Beaird Harris Wealth Management first reported a position in ISHG in Q4 2021 and held it in 3 quarters. The position peaked at $593K in Q4 2021. 26 funds tracked by Wall St. Rank hold ISHG as of Q3 2022.

  • Beaird Harris Wealth Management reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,902 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2022, an estimated $132K.
  • Beaird Harris Wealth Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2021 and held it in 3 quarters.
  • Beaird Harris Wealth Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $593K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.