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

Fonville Wealth 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	$3.38M	Buy	45,613 +9,771	+27%	+$738K	0.64%	36
2025 Q4	$2.7M	Buy	35,842 +18,017	+101%	+$1.36M	0.55%	42
2025 Q3	$1.36M	Buy	+17,825	New	+$1.35M	0.31%	57

Other funds holding ISHG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Inlight Wealth Management Atlanta, Georgia $270M AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

CIBC Bancorp USA Chicago, Illinois $74B AUM

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