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

New Capital 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
2026 Q2	$3.77M	Buy	50,810 +565	+1%	+$42.5K	0.86%	24
2026 Q1	$3.73M	Buy	50,245 +16,723	+50%	+$1.26M	0.92%	24
2025 Q4	$2.52M	Buy	33,522 +522	+2%	+$39.4K	0.63%	25
2025 Q3	$2.51M	Buy	33,000 +5,903	+22%	+$448K	0.66%	23
2025 Q2	$2.07M	Buy	+27,097	New	+$2M	0.58%	21

Other funds holding ISHG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

IWM

Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New Capital Management's ISHG Position: Q2 2026 in Review

New Capital Management increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 1.1% in Q2 2026, buying an estimated $42.5K and bringing the position to 50,810 shares worth $3.77M. The position accounts for 0.86% of the portfolio, ranked #24.

New Capital Management first reported a position in ISHG in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

New Capital Management held 50,810 shares of iShares 1-3 Year International Treasury Bond ETF worth $3.77M as of Q2 2026.
New Capital Management bought 565 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2026, an estimated $42.5K.
iShares 1-3 Year International Treasury Bond ETF made up 0.86% of New Capital Management's portfolio in Q2 2026, its #24 holding.
New Capital Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.