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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
Q2 		$16.9M Buy
227,206
+26,679
+13% +$2.01M 1.46% 11
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 $994M AUM 11.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Cascade Financial Partners's ISHG Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 13% in Q2 2026, buying an estimated $2.01M and bringing the position to 227,206 shares worth $16.9M. The position accounts for 1.46% of the portfolio, ranked #11.

Cascade Financial Partners first reported a position in ISHG in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

  • Cascade Financial Partners held 227,206 shares of iShares 1-3 Year International Treasury Bond ETF worth $16.9M as of Q2 2026.
  • Cascade Financial Partners bought 26,679 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2026, an estimated $2.01M.
  • iShares 1-3 Year International Treasury Bond ETF made up 1.46% of Cascade Financial Partners's portfolio in Q2 2026, its #11 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 5 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.