Lehman & Derafelo Financial Resources’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Lehman & Derafelo Financial Resources’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	-54	Closed	-$3K	–	138
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	190
2022 Q2	$4K	Buy	+54	New	+$3.87K	﹤0.01%	194
2021 Q4	–	Sell	-54	Closed	-$4K	–	138
2021 Q3	$4K	Hold	54	–	–	﹤0.01%	188
2021 Q2	$4K	Hold	54	–	–	﹤0.01%	212
2021 Q1	$4K	Hold	54	–	–	﹤0.01%	212
2020 Q4	$5K	Hold	54	–	–	﹤0.01%	209
2020 Q3	$4K	Hold	54	–	–	﹤0.01%	252
2020 Q2	$4K	Hold	54	–	–	﹤0.01%	237
2020 Q1	$4K	Hold	54	–	–	﹤0.01%	180
2019 Q4	$4K	Hold	54	–	–	﹤0.01%	190
2019 Q3	$4K	Hold	54	–	–	﹤0.01%	177
2019 Q2	$4K	Hold	54	–	–	﹤0.01%	169
2019 Q1	$4K	Hold	54	–	–	﹤0.01%	168
2018 Q4	$4K	Buy	+54	New	+$4.34K	﹤0.01%	157

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

Lehman & Derafelo Financial Resources's ISHG Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2022, closing a stake of 54 shares — an estimated $3K sold.

Lehman & Derafelo Financial Resources first reported a position in ISHG in Q4 2018 and held it in 14 quarters. The position peaked at $5K in Q4 2020. 23 funds tracked by Wall St. Rank hold ISHG as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 54 iShares 1-3 Year International Treasury Bond ETF shares in Q4 2022, an estimated $3K.
Lehman & Derafelo Financial Resources first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares 1-3 Year International Treasury Bond ETF position peaked at $5K in Q4 2020.
23 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.