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

Cascade Financial Partners’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 		$14.9M Buy
200,527
+62,150
+45% +$4.69M 1.53% 10
2025
Q4 		$10.4M Buy
138,377
+89,554
+183% +$6.76M 1.06% 19
2025
Q3 		$3.72M Buy
48,823
+41,593
+575% +$3.15M 0.43% 52
2025
Q2 		$554K Buy
+7,230
New +$535K 0.07% 156

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
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Cascade Financial Partners's ISHG Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 45% in Q1 2026, buying an estimated $4.69M and bringing the position to 200,527 shares worth $14.9M. The position accounts for 1.53% of the portfolio, ranked #10.

Cascade Financial Partners first reported a position in ISHG in Q2 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Cascade Financial Partners held 200,527 shares of iShares 1-3 Year International Treasury Bond ETF worth $14.9M as of Q1 2026.
  • Cascade Financial Partners bought 62,150 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $4.69M.
  • iShares 1-3 Year International Treasury Bond ETF made up 1.53% of Cascade Financial Partners's portfolio in Q1 2026, its #10 holding.
  • Cascade Financial Partners first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.