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Middleton & Co’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Middleton & Co’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
Q2 		$1.99M Buy
26,808
+5,715
+27% +$430K 0.21% 73
2026
Q1 		$1.56M Buy
21,093
+3,250
+18% +$245K 0.18% 82
2025
Q4 		$1.34M Buy
17,843
+4,125
+30% +$311K 0.14% 83
2025
Q3 		$1.05M Buy
13,718
+25
+0.2% +$1.9K 0.11% 95
2025
Q2 		$1.05M Buy
+13,693
New +$1.01M 0.12% 94

Other funds holding ISHG

RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Middleton & Co's ISHG Position: Q2 2026 in Review

Middleton & Co increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 27% in Q2 2026, buying an estimated $430K and bringing the position to 26,808 shares worth $1.99M. The position accounts for 0.21% of the portfolio, ranked #73.

Middleton & Co first reported a position in ISHG in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

  • Middleton & Co held 26,808 shares of iShares 1-3 Year International Treasury Bond ETF worth $1.99M as of Q2 2026.
  • Middleton & Co bought 5,715 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2026, an estimated $430K.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.21% of Middleton & Co's portfolio in Q2 2026, its #73 holding.
  • Middleton & Co first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.