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

Evanson Asset 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
Q1 		$708K Buy
+9,537
New +$720K 0.04% 165
2024
Q1 		– Sell
-5,991
Closed -$432K – 316
2023
Q4 		$432K Buy
5,991
+8
+0.1% +$553 0.04% 191
2023
Q3 		$404K Hold
5,983
– – 0.04% 184
2023
Q2 		$414K Hold
5,983
– – 0.04% 184
2023
Q1 		$420K Hold
5,983
– – 0.04% 178
2022
Q4 		$416K Hold
5,983
– – 0.04% 171
2022
Q3 		$384K Hold
5,983
– – 0.05% 176
2022
Q2 		$417K Hold
5,983
– – 0.05% 183
2022
Q1 		$451K Sell
5,983
-310
-5% -$23.8K 0.04% 179
2021
Q4 		$492K Buy
6,293
+52
+0.8% +$4.13K 0.04% 175
2021
Q3 		$515K Hold
6,241
– – 0.05% 162
2021
Q2 		$513K Hold
6,241
– – 0.05% 164
2021
Q1 		$510K Hold
6,241
– – 0.08% 161
2020
Q4 		$532K Hold
6,241
– – 0.08% 146
2020
Q3 		$509K Hold
6,241
– – 0.09% 127
2020
Q2 		$493K Sell
6,241
-52
-0.8% -$4.04K 0.1% 121
2020
Q1 		$486K Hold
6,293
– – 0.12% 109
2019
Q4 		$499K Sell
6,293
-883
-12% -$69.2K 0.1% 123
2019
Q3 		$557K Sell
7,176
-1,504
-17% -$119K 0.11% 109
2019
Q2 		$694K Buy
8,680
+3,692
+74% +$291K 0.14% 93
2019
Q1 		$394K Sell
4,988
-556
-10% -$44.2K 0.08% 147
2018
Q4 		$442K Sell
5,544
-3,686
-40% -$296K 0.1% 120
2018
Q3 		$751K Hold
9,230
– – 0.15% 86
2018
Q2 		$760K Hold
9,230
– – 0.15% 88
2018
Q1 		$800K Sell
9,230
-686
-7% -$59.2K 0.16% 86
2017
Q4 		$835K Sell
9,916
-288
-3% -$24K 0.17% 88
2017
Q3 		$856K Hold
10,204
– – 0.18% 80
2017
Q2 		$837K Sell
10,204
-613
-6% -$49K 0.19% 80
2017
Q1 		$850K Hold
10,817
– – 0.21% 81
2016
Q4 		$825K Hold
10,817
– – 0.23% 77
2016
Q3 		$899K Sell
10,817
-564
-5% -$46.5K 0.26% 68
2016
Q2 		$933K Sell
11,381
-1,055
-8% -$86.9K 0.28% 66
2016
Q1 		$1.02M Sell
12,436
-1,543
-11% -$123K 0.35% 58
2015
Q4 		$1.09M Sell
13,979
-2,691
-16% -$211K 0.4% 52
2015
Q3 		$1.32M Buy
16,670
+4
+0% +$317 0.5% 47
2015
Q2 		$1.33M Buy
16,666
+1,814
+12% +$145K 0.46% 48
2015
Q1 		$1.16M Sell
14,852
-511
-3% -$41.2K 0.42% 56
2014
Q4 		$1.3M Sell
15,363
-2,534
-14% -$221K 0.48% 46
2014
Q3 		$1.6M Sell
17,897
-1,363
-7% -$128K 0.65% 37
2014
Q2 		$1.85M Buy
19,260
+3
+0% +$288 0.72% 34
2014
Q1 		$1.85M Buy
19,257
+6
+0% +$571 0.81% 32
2013
Q4 		$1.82M Buy
+19,251
New +$1.83M 0.81% 33

Other funds holding ISHG

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 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 $315M AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

Evanson Asset Management's ISHG Position: Q1 2026 in Review

Evanson Asset Management opened a new position in iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2026: 9,537 shares worth $708K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: Evanson Asset Management previously reported a position in ISHG as recently as Q4 2023.

Evanson Asset Management first reported a position in ISHG in Q4 2013 and has held it in 42 quarters since. The position peaked at $1.85M in Q2 2014. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Evanson Asset Management held 9,537 shares of iShares 1-3 Year International Treasury Bond ETF worth $708K as of Q1 2026.
  • iShares 1-3 Year International Treasury Bond ETF was a new Evanson Asset Management position in Q1 2026.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.04% of Evanson Asset Management's portfolio in Q1 2026, its #165 holding.
  • Evanson Asset Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2013 and has held it in 42 quarters since.
  • Evanson Asset Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $1.85M in Q2 2014.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.