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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
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 $988M AUM 8.89% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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

Middleton & Co's ISHG Position: Q1 2026 in Review

Middleton & Co increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 18% in Q1 2026, buying an estimated $245K and bringing the position to 21,093 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #82.

Middleton & Co first reported a position in ISHG in Q2 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Middleton & Co held 21,093 shares of iShares 1-3 Year International Treasury Bond ETF worth $1.56M as of Q1 2026.
  • Middleton & Co bought 3,250 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $245K.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.18% of Middleton & Co's portfolio in Q1 2026, its #82 holding.
  • Middleton & Co first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.