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Lugano Financial Advisors SA (LFA)’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2025
Q2 		– Sell
-1,100
Closed -$77.4K – 252
2025
Q1 		$77.4K Hold
1,100
– – 0.05% 118
2024
Q4 		$74.1K Buy
+1,100
New +$77.8K 0.05% 128

Other funds holding ISHG

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RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ISHG Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q2 2025, closing a stake of 1,100 shares — an estimated $77.4K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ISHG in Q4 2024 and held it in 2 quarters. The position peaked at $77.4K in Q1 2025. 61 funds tracked by Wall St. Rank hold ISHG as of Q2 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,100 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2025, an estimated $77.4K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s iShares 1-3 Year International Treasury Bond ETF position peaked at $77.4K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.