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 Q3	$1.73M	Sell	23,308 -3,500	-13%	-$263K	0.18%	80
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

Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $180M AUM 9.58% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Middleton & Co's ISHG Position: Q3 2026 in Review

Middleton & Co reduced its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 13% in Q3 2026, selling an estimated $263K and leaving 23,308 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #80.

Middleton & Co first reported a position in ISHG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.99M in Q2 2026. 30 funds tracked by Wall St. Rank hold ISHG as of Q3 2026.

Middleton & Co held 23,308 shares of iShares 1-3 Year International Treasury Bond ETF worth $1.73M as of Q3 2026.
Middleton & Co sold 3,500 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2026, an estimated $263K.
iShares 1-3 Year International Treasury Bond ETF made up 0.18% of Middleton & Co's portfolio in Q3 2026, its #80 holding.
Middleton & Co first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Middleton & Co's iShares 1-3 Year International Treasury Bond ETF position peaked at $1.99M in Q2 2026.
30 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.