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

Courage Miller 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
2023 Q3	–	Sell	-5,953	Closed	-$412K	–	77
2023 Q2	$412K	Hold	5,953	–	–	0.17%	60
2023 Q1	$418K	Hold	5,953	–	–	0.18%	59
2022 Q4	$414K	Buy	5,953 +145	+2%	+$9.7K	0.19%	57
2022 Q3	$373K	Hold	5,808	–	–	0.19%	57
2022 Q2	$404K	Hold	5,808	–	–	0.19%	56
2022 Q1	$438K	Hold	5,808	–	–	0.17%	58
2021 Q4	$454K	Hold	5,808	–	–	0.17%	63
2021 Q3	$467K	Hold	5,808	–	–	0.19%	63
2021 Q2	$477K	Hold	5,808	–	–	0.2%	64
2021 Q1	$474K	Hold	5,808	–	–	0.21%	63
2020 Q4	$495K	Hold	5,808	–	–	0.23%	61
2020 Q3	$459K	Hold	5,808	–	–	0.25%	58
2020 Q2	$458K	Buy	5,808 +191	+3%	+$14.9K	0.25%	58
2020 Q1	$433K	Sell	5,617 -151	-3%	-$11.8K	0.27%	55
2019 Q4	$457K	Buy	5,768 +374	+7%	+$29.3K	0.23%	59
2019 Q3	$419K	Sell	5,394 -4	-0.1%	-$315	0.23%	57
2019 Q2	$431K	Sell	5,398 -574	-10%	-$45.2K	0.24%	59
2019 Q1	$471K	Hold	5,972	–	–	0.27%	57
2018 Q4	$476K	Buy	5,972 +38	+0.6%	+$3.06K	0.28%	55
2018 Q3	$483K	Buy	5,934 +42	+0.7%	+$3.44K	0.28%	55
2018 Q2	$484K	Buy	5,892 +360	+7%	+$30.3K	0.29%	55
2018 Q1	$479K	Hold	5,532	–	–	0.29%	55
2017 Q4	$465K	Sell	5,532 -237	-4%	-$19.8K	0.28%	55
2017 Q3	$484K	Sell	5,769 -51	-0.9%	-$4.28K	0.3%	55
2017 Q2	$478K	Buy	5,820 +1	+0%	+$80	0.31%	52
2017 Q1	$457K	Buy	5,819 +143	+3%	+$11.2K	0.32%	54
2016 Q4	$433K	Buy	5,676 +25	+0.4%	+$1.98K	0.3%	54
2016 Q3	$470K	Buy	5,651 +1	+0%	+$82	0.33%	54
2016 Q2	$463K	Sell	5,650 -137	-2%	-$11.3K	0.33%	53
2016 Q1	$475K	Buy	5,787 +14	+0.2%	+$1.11K	0.33%	51
2015 Q4	$450K	Buy	5,773 +181	+3%	+$14.2K	0.31%	54
2015 Q3	$443K	Buy	5,592 +4	+0.1%	+$317	0.33%	50
2015 Q2	$446K	Buy	5,588 +166	+3%	+$13.2K	0.33%	49
2015 Q1	$423K	Sell	5,422 -257	-5%	-$20.7K	0.32%	49
2014 Q4	$480K	Sell	5,679 -28	-0.5%	-$2.45K	0.4%	43
2014 Q3	$510K	Buy	5,707 +101	+2%	+$9.45K	0.4%	40
2014 Q2	$540K	Buy	5,606 +271	+5%	+$26K	0.4%	48
2014 Q1	$511K	Buy	5,335 +770	+17%	+$73.2K	0.4%	45
2013 Q4	$431K	Buy	4,565 +111	+2%	+$10.6K	0.37%	45
2013 Q3	$424K	Buy	4,454 +270	+6%	+$25.2K	0.35%	43
2013 Q2	$384K	Buy	+4,184	New	+$390K	0.35%	40

Other funds holding ISHG

CCA

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

ADE LLC Baltimore, Maryland $209M AUM 15.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MAM

McLean Asset Management Tysons, Virginia $572M AUM 22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFF

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

Courage Miller Partners's ISHG Position: Q3 2023 in Review

Courage Miller Partners sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2023, closing a stake of 5,953 shares — an estimated $412K sold.

Courage Miller Partners first reported a position in ISHG in Q2 2013 and held it in 41 quarters. The position peaked at $540K in Q2 2014. 25 funds tracked by Wall St. Rank hold ISHG as of Q3 2023.

Courage Miller Partners reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Courage Miller Partners sold 5,953 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2023, an estimated $412K.
Courage Miller Partners first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2013 and held it in 41 quarters.
Courage Miller Partners's iShares 1-3 Year International Treasury Bond ETF position peaked at $540K in Q2 2014.
25 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2023.

Based on Courage Miller Partners's 13F filing for Q3 2023, filed 16 Oct 2023.