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

Merriman Wealth 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
2024 Q4	$439K	Buy	+6,517	New	+$461K	0.02%	140

Other funds holding ISHG

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAM

McLean Asset Management Tysons, Virginia $757M AUM 24.84% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merriman Wealth Management's ISHG Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2024: 6,517 shares worth $439K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings.

29 funds tracked by Wall St. Rank hold ISHG as of Q4 2024.

Merriman Wealth Management held 6,517 shares of iShares 1-3 Year International Treasury Bond ETF worth $439K as of Q4 2024.
iShares 1-3 Year International Treasury Bond ETF was a new Merriman Wealth Management position in Q4 2024.
iShares 1-3 Year International Treasury Bond ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #140 holding.
29 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.