McLean Asset Management’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

McLean Asset Management’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	$641K	Sell	8,637 -58	-0.7%	-$4.38K	0.11%	82
2025 Q4	$651K	Sell	8,695 -1,542	-15%	-$116K	0.12%	82
2025 Q3	$778K	Sell	10,237 -2,288	-18%	-$174K	0.16%	71
2025 Q2	$959K	Sell	12,525 -3,452	-22%	-$255K	0.25%	49
2025 Q1	$1.14M	Sell	15,977 -1,463	-8%	-$101K	0.38%	38
2024 Q4	$1.17M	Sell	17,440 -652	-4%	-$46.1K	0.35%	37
2024 Q3	$1.31M	Sell	18,092 -2,653	-13%	-$191K	0.4%	38
2024 Q2	$1.46M	Buy	20,745 +65	+0.3%	+$4.53K	0.47%	34
2024 Q1	$1.45M	Sell	20,680 -85	-0.4%	-$5.98K	0.5%	32
2023 Q4	$1.47M	Buy	20,765 +406	+2%	+$28.1K	0.55%	27
2023 Q3	$1.38M	Sell	20,359 -9,666	-32%	-$670K	0.57%	25
2023 Q2	$2.08M	Buy	30,025 +3,106	+12%	+$217K	0.82%	23
2023 Q1	$1.89M	Sell	26,919 -8,592	-24%	-$599K	0.78%	24
2022 Q4	$2.47M	Buy	35,511 +30,748	+646%	+$2.06M	0.84%	25
2022 Q3	$305K	Buy	4,763 +896	+23%	+$60.5K	0.12%	88
2022 Q2	$265K	Buy	+3,867	New	+$277K	0.11%	92

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

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

McLean Asset Management's ISHG Position: Q1 2026 in Review

McLean Asset Management reduced its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 0.67% in Q1 2026, selling an estimated $4.38K and leaving 8,637 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #82.

McLean Asset Management first reported a position in ISHG in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.47M in Q4 2022. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

McLean Asset Management held 8,637 shares of iShares 1-3 Year International Treasury Bond ETF worth $641K as of Q1 2026.
McLean Asset Management sold 58 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $4.38K.
iShares 1-3 Year International Treasury Bond ETF made up 0.11% of McLean Asset Management's portfolio in Q1 2026, its #82 holding.
McLean Asset Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
McLean Asset Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $2.47M in Q4 2022.
103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.