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Heritage Financial Services’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Heritage Financial Services’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
2025
Q4 		$320K Hold
4,252
– – 0.03% 93
2025
Q3 		$324K Buy
+4,252
New +$322K 0.03% 96

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SCM
SB Capital Management Encino, California $273M AUM

Heritage Financial Services's ISHG Position: Q4 2025 in Review

Heritage Financial Services held its iShares 1-3 Year International Treasury Bond ETF (ISHG) position steady in Q4 2025 at 4,252 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #93.

Heritage Financial Services first reported a position in ISHG in Q3 2025 and has held it in 2 quarters since. The position peaked at $324K in Q3 2025. 87 funds tracked by Wall St. Rank hold ISHG as of Q4 2025.

  • Heritage Financial Services held 4,252 shares of iShares 1-3 Year International Treasury Bond ETF worth $320K as of Q4 2025.
  • Heritage Financial Services left its iShares 1-3 Year International Treasury Bond ETF share count unchanged in Q4 2025.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #93 holding.
  • Heritage Financial Services first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Heritage Financial Services's iShares 1-3 Year International Treasury Bond ETF position peaked at $324K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.