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

MinichMacGregor 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
2025
Q4 		– Sell
-121,747
Closed -$9.27M – 144
2025
Q3 		$9.27M Sell
121,747
-27,670
-19% -$2.1M 1.81% 23
2025
Q2 		$11.4M Buy
+149,417
New +$11M 2.45% 14
2018
Q4 		– Sell
-10
Closed – – 287
2018
Q3 		$0 Buy
+10
New +$820 ﹤0.01% 549

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SCM
SB Capital Management Encino, California $273M AUM

MinichMacGregor Wealth Management's ISHG Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2025, closing a stake of 121,747 shares — an estimated $9.27M sold.

MinichMacGregor Wealth Management first reported a position in ISHG in Q3 2018 and held it in 3 quarters. The position peaked at $11.4M in Q2 2025. 87 funds tracked by Wall St. Rank hold ISHG as of Q4 2025.

  • MinichMacGregor Wealth Management reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 121,747 iShares 1-3 Year International Treasury Bond ETF shares in Q4 2025, an estimated $9.27M.
  • MinichMacGregor Wealth Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q3 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $11.4M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.