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

Kerr Financial Planning’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
Q2 		$33.4K Hold
450
– – 0.04% 218
2026
Q1 		$34K Hold
450
– – 0.02% 216
2025
Q4 		$34.3K Hold
450
– – 0.05% 217
2025
Q3 		$33.9K Buy
+450
New +$34.1K 0.05% 201

Other funds holding ISHG

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Kerr Financial Planning's ISHG Position: Q2 2026 in Review

Kerr Financial Planning held its iShares 1-3 Year International Treasury Bond ETF (ISHG) position steady in Q2 2026 at 450 shares worth $33.4K. The position accounts for 0.04% of the portfolio, ranked #218.

Kerr Financial Planning first reported a position in ISHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.3K in Q4 2025. 118 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

  • Kerr Financial Planning held 450 shares of iShares 1-3 Year International Treasury Bond ETF worth $33.4K as of Q2 2026.
  • Kerr Financial Planning left its iShares 1-3 Year International Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #218 holding.
  • Kerr Financial Planning first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares 1-3 Year International Treasury Bond ETF position peaked at $34.3K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.