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

Karp Capital 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
2022 Q4	–	Sell	-25,421	Closed	-$1.63M	–	56
2022 Q3	$1.63M	Sell	25,421 -33,003	-56%	-$2.23M	0.33%	65
2022 Q2	$4.07M	Sell	58,424 -5,477	-9%	-$392K	0.72%	53
2022 Q1	$4.82M	Buy	63,901 +46,588	+269%	+$3.58M	0.7%	55
2021 Q4	$1.35M	Sell	17,313 -51,370	-75%	-$4.08M	0.17%	86
2021 Q3	$5.53M	Buy	68,683 +44,849	+188%	+$3.67M	0.78%	50
2021 Q2	$1.96M	Buy	+23,834	New	+$1.99M	0.29%	86

Other funds holding ISHG

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

ADE LLC Baltimore, Maryland $209M AUM 15.13% 1-Year Est. Return

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

MAM

McLean Asset Management Tysons, Virginia $572M AUM 22% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Karp Capital Management's ISHG Position: Q4 2022 in Review

Karp Capital Management sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2022, closing a stake of 25,421 shares — an estimated $1.63M sold.

Karp Capital Management first reported a position in ISHG in Q2 2021 and held it in 6 quarters. The position peaked at $5.53M in Q3 2021. 23 funds tracked by Wall St. Rank hold ISHG as of Q4 2022.

Karp Capital Management reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 25,421 iShares 1-3 Year International Treasury Bond ETF shares in Q4 2022, an estimated $1.63M.
Karp Capital Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2021 and held it in 6 quarters.
Karp Capital Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $5.53M in Q3 2021.
23 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.