LWI
ISHG icon

Long Wharf Investors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Long Wharf Investors’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
2014
Q2 		$434K Hold
4,510
– – 0.34% 113
2014
Q1 		$432K Buy
+4,510
New +$429K 0.37% 105

Other funds holding ISHG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Long Wharf Investors's ISHG Position: Q2 2014 in Review

Long Wharf Investors held its iShares 1-3 Year International Treasury Bond ETF (ISHG) position steady in Q2 2014 at 4,510 shares worth $434K. The position accounts for 0.34% of the portfolio, ranked #113.

Long Wharf Investors first reported a position in ISHG in Q1 2014 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold ISHG as of Q2 2014.

  • Long Wharf Investors held 4,510 shares of iShares 1-3 Year International Treasury Bond ETF worth $434K as of Q2 2014.
  • Long Wharf Investors left its iShares 1-3 Year International Treasury Bond ETF share count unchanged in Q2 2014.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.34% of Long Wharf Investors's portfolio in Q2 2014, its #113 holding.
  • Long Wharf Investors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2014 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.