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

NewEdge 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
2023 Q4	–	Sell	-153	Closed	-$10.3K	–	3819
2023 Q3	$10.3K	Hold	153	–	–	﹤0.01%	2569
2023 Q2	$10.6K	Hold	153	–	–	﹤0.01%	2580
2023 Q1	$10.7K	Hold	153	–	–	﹤0.01%	2546
2022 Q4	$11	Buy	+153	New	+$10.2K	﹤0.01%	3695
2018 Q4	–	Sell	-39,486	Closed	-$3.21M	–	670
2018 Q3	$3.21M	Buy	39,486 +4,815	+14%	+$395K	0.25%	102
2018 Q2	$2.84K	Sell	34,671 -181	-0.5%	-$15.2K	0.26%	96
2018 Q1	$3.02M	Buy	+34,852	New	+$3.01M	0.35%	75
2017 Q3	–	Sell	-451	Closed	-$36.8K	–	727
2017 Q2	$36.8K	Buy	+451	New	+$36.1K	0.01%	594

Other funds holding ISHG

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

ADE LLC Baltimore, Maryland $209M AUM 15.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return

MAM

McLean Asset Management Tysons, Virginia $572M AUM 22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors's ISHG Position: Q4 2023 in Review

NewEdge Advisors sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2023, closing a stake of 153 shares — an estimated $10.3K sold.

NewEdge Advisors first reported a position in ISHG in Q2 2017 and held it in 8 quarters. The position peaked at $3.21M in Q3 2018. 28 funds tracked by Wall St. Rank hold ISHG as of Q4 2023.

NewEdge Advisors reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 153 iShares 1-3 Year International Treasury Bond ETF shares in Q4 2023, an estimated $10.3K.
NewEdge Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2017 and held it in 8 quarters.
NewEdge Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $3.21M in Q3 2018.
28 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.