Concourse Financial Group Securities’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Concourse Financial Group Securities’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
2021 Q4	–	Sell	-75	Closed	-$5.96K	–	2421
2021 Q3	$6K	Hold	75	–	–	﹤0.01%	2023
2021 Q2	$6K	Hold	75	–	–	﹤0.01%	2010
2021 Q1	$6K	Hold	75	–	–	﹤0.01%	1928
2020 Q4	$6K	Hold	75	–	–	﹤0.01%	1859
2020 Q3	$6K	Hold	75	–	–	﹤0.01%	1729
2020 Q2	$6K	Hold	75	–	–	﹤0.01%	1628
2020 Q1	$6K	Hold	75	–	–	﹤0.01%	1600
2019 Q4	$6K	Buy	+75	New	+$5.88K	﹤0.01%	1575
2019 Q3	–	Sell	-75	Closed	-$5.91K	–	1949
2019 Q2	$6K	Hold	75	–	–	﹤0.01%	1668
2019 Q1	$5K	Hold	75	–	–	﹤0.01%	1738
2018 Q4	$5K	Buy	+75	New	+$6.03K	﹤0.01%	1659

Other funds holding ISHG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

CCA

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's ISHG Position: Q4 2021 in Review

Concourse Financial Group Securities sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2021, closing a stake of 75 shares — an estimated $5.96K sold.

Concourse Financial Group Securities first reported a position in ISHG in Q4 2018 and held it in 11 quarters. The position peaked at $6K in Q3 2021. 26 funds tracked by Wall St. Rank hold ISHG as of Q4 2021.

Concourse Financial Group Securities reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Concourse Financial Group Securities sold 75 iShares 1-3 Year International Treasury Bond ETF shares in Q4 2021, an estimated $5.96K.
Concourse Financial Group Securities first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2018 and held it in 11 quarters.
Concourse Financial Group Securities's iShares 1-3 Year International Treasury Bond ETF position peaked at $6K in Q3 2021.
26 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2021.

Based on Concourse Financial Group Securities's 13F filing for Q4 2021, filed 7 Feb 2022.