Compass Financial Management
ISHG icon

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

Compass Financial 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
2026
Q3 		$10.4M Buy
+140,740
New +$10.6M 1.13% 16

Other funds holding ISHG

Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
New Capital Management
New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return
Alterna Wealth Management
Alterna Wealth Management Houston, Texas $180M AUM 9.58% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Middleton & Co
Middleton & Co Boston, Massachusetts $943M AUM 16.62% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Compass Financial Management's ISHG Position: Q3 2026 in Review

Compass Financial Management opened a new position in iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2026: 140,740 shares worth $10.4M. The stake represents 1.13% of the portfolio and ranks #16 among its holdings.

30 funds tracked by Wall St. Rank hold ISHG as of Q3 2026.

  • Compass Financial Management held 140,740 shares of iShares 1-3 Year International Treasury Bond ETF worth $10.4M as of Q3 2026.
  • iShares 1-3 Year International Treasury Bond ETF was a new Compass Financial Management position in Q3 2026.
  • iShares 1-3 Year International Treasury Bond ETF made up 1.13% of Compass Financial Management's portfolio in Q3 2026, its #16 holding.
  • 30 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.