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Mutual Advisors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Mutual Advisors’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 		$237K Sell
3,201
-2,868
-47% -$217K 0.01% 1214
2025
Q4 		$457K Sell
6,069
-256
-4% -$19.3K 0.01% 919
2025
Q3 		$478K Sell
6,325
-272
-4% -$20.6K 0.01% 877
2025
Q2 		$501K Buy
6,597
+2,932
+80% +$217K 0.01% 777
2025
Q1 		$271K Buy
+3,665
New +$252K 0.01% 927

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 $270M AUM 25.54% 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

Mutual Advisors's ISHG Position: Q1 2026 in Review

Mutual Advisors reduced its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 47% in Q1 2026, selling an estimated $217K and leaving 3,201 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1214.

Mutual Advisors first reported a position in ISHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $501K in Q2 2025. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Mutual Advisors held 3,201 shares of iShares 1-3 Year International Treasury Bond ETF worth $237K as of Q1 2026.
  • Mutual Advisors sold 2,868 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $217K.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1214 holding.
  • Mutual Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Mutual Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $501K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.