Creative Planning
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Creative Planning’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Creative Planning’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 		$599K Buy
8,075
+63
+0.8% +$4.76K ﹤0.01% 2882
2025
Q4 		$603K Sell
8,012
-726
-8% -$54.8K ﹤0.01% 2679
2025
Q3 		$666K Buy
8,738
+5,325
+156% +$404K ﹤0.01% 2473
2025
Q2 		$261K Buy
+3,413
New +$252K ﹤0.01% 3020
2025
Q1 		– Sell
-947
Closed -$63.8K – 3597
2024
Q4 		$63.8K Buy
+947
New +$67K ﹤0.01% 3218
2022
Q3 		– Sell
-3,355
Closed -$234K – 2382
2022
Q2 		$234K Buy
+3,355
New +$240K ﹤0.01% 1786
2017
Q3 		– Sell
-947
Closed -$78K – 2793
2017
Q2 		$78K Hold
947
– – ﹤0.01% 2169
2017
Q1 		$74K Hold
947
– – ﹤0.01% 2164
2016
Q4 		$72K Hold
947
– – ﹤0.01% 2092
2016
Q3 		$79K Hold
947
– – ﹤0.01% 2005
2016
Q2 		$78K Hold
947
– – ﹤0.01% 1830
2016
Q1 		$78K Hold
947
– – ﹤0.01% 1783
2015
Q4 		$74K Hold
947
– – ﹤0.01% 1815
2015
Q3 		$75K Buy
+947
New +$75K ﹤0.01% 1759
2015
Q2 		– Sell
-1,241
Closed -$97K – 2032
2015
Q1 		$97K Sell
1,241
-141
-10% -$11.4K ﹤0.01% 1588
2014
Q4 		$117K Buy
1,382
+105
+8% +$9.17K ﹤0.01% 1463
2014
Q3 		$114K Sell
1,277
-611
-32% -$57.2K ﹤0.01% 1387
2014
Q2 		$182K Sell
1,888
-535
-22% -$51.3K ﹤0.01% 1080
2014
Q1 		$232K Sell
2,423
-211
-8% -$20.1K ﹤0.01% 931
2013
Q4 		$248K Sell
2,634
-2
-0.1% -$190 ﹤0.01% 764
2013
Q3 		$251K Sell
2,636
-3,876
-60% -$362K 0.01% 674
2013
Q2 		$597K Buy
+6,512
New +$607K 0.01% 363

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
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

Creative Planning's ISHG Position: Q1 2026 in Review

Creative Planning increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 0.79% in Q1 2026, buying an estimated $4.76K and bringing the position to 8,075 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Creative Planning first reported a position in ISHG in Q2 2013 and has held it in 22 quarters since. The position peaked at $666K in Q3 2025. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Creative Planning held 8,075 shares of iShares 1-3 Year International Treasury Bond ETF worth $599K as of Q1 2026.
  • Creative Planning bought 63 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $4.76K.
  • iShares 1-3 Year International Treasury Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2882 holding.
  • Creative Planning first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2013 and has held it in 22 quarters since.
  • Creative Planning's iShares 1-3 Year International Treasury Bond ETF position peaked at $666K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.