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

CAPTRUST Financial 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 		$412K Hold
5,551
– – ﹤0.01% 2163
2025
Q4 		$418K Buy
5,551
+162
+3% +$12.2K ﹤0.01% 2014
2025
Q3 		$411K Hold
5,389
– – ﹤0.01% 1959
2025
Q2 		$413K Buy
+5,389
New +$398K ﹤0.01% 1851

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

CAPTRUST Financial Advisors's ISHG Position: Q1 2026 in Review

CAPTRUST Financial Advisors held its iShares 1-3 Year International Treasury Bond ETF (ISHG) position steady in Q1 2026 at 5,551 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

CAPTRUST Financial Advisors first reported a position in ISHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $418K in Q4 2025. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • CAPTRUST Financial Advisors held 5,551 shares of iShares 1-3 Year International Treasury Bond ETF worth $412K as of Q1 2026.
  • CAPTRUST Financial Advisors left its iShares 1-3 Year International Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year International Treasury Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2163 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $418K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

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