Efficient Advisors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Efficient Advisors’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
2018 Q3	–	Sell	-473	Closed	-$39K	–	47
2018 Q2	$39K	Buy	473 +33	+8%	+$2.77K	0.01%	51
2018 Q1	$38K	Buy	+440	New	+$38K	0.01%	51

Other funds holding ISHG

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Efficient Advisors's ISHG Position: Q3 2018 in Review

Efficient Advisors sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2018, closing a stake of 473 shares — an estimated $39K sold.

Efficient Advisors first reported a position in ISHG in Q1 2018 and held it in 2 quarters. The position peaked at $39K in Q2 2018. 37 funds tracked by Wall St. Rank hold ISHG as of Q3 2018.

Efficient Advisors reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Efficient Advisors sold 473 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2018, an estimated $39K.
Efficient Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
Efficient Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $39K in Q2 2018.
37 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2018.

Based on Efficient Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.