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

Capital A 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
2025
Q2 		$10.9K Buy
+151
New +$11.2K 0.12% 188
2025
Q1 		– Sell
-10
Closed -$674 – 822
2024
Q4 		$674 Buy
+10
New +$707 ﹤0.01% 616

Other funds holding ISHG

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $270M AUM 25.54% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Capital A Wealth Management's ISHG Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q2 2025: 151 shares worth $10.9K. The stake represents 0.12% of the portfolio and ranks #188 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in ISHG as recently as Q4 2024.

Capital A Wealth Management first reported a position in ISHG in Q4 2024 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold ISHG as of Q2 2025.

  • Capital A Wealth Management held 151 shares of iShares 1-3 Year International Treasury Bond ETF worth $10.9K as of Q2 2025.
  • iShares 1-3 Year International Treasury Bond ETF was a new Capital A Wealth Management position in Q2 2025.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.12% of Capital A Wealth Management's portfolio in Q2 2025, its #188 holding.
  • Capital A Wealth Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.