Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-49,622
Closed -$3.73M – 499
2025
Q4 		$3.73M Sell
49,622
-1,403
-3% -$106K 0.08% 164
2025
Q3 		$3.89M Sell
51,025
-2,158
-4% -$164K 0.02% 513
2025
Q2 		$4.07M Buy
+53,183
New +$3.93M 0.02% 483

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
T2I
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 $570B AUM 27.57% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $270M AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

Kovitz Investment Group Partners's ISHG Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2026, closing a stake of 49,622 shares — an estimated $3.73M sold.

Kovitz Investment Group Partners first reported a position in ISHG in Q2 2025 and held it in 3 quarters. The position peaked at $4.07M in Q2 2025. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 49,622 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $3.73M.
  • Kovitz Investment Group Partners first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's iShares 1-3 Year International Treasury Bond ETF position peaked at $4.07M in Q2 2025.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.