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

NewEdge Wealth’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	$70.5M	Sell	950,975 -60,278	-6%	-$4.55M	0.84%	25
2025 Q4	$76.1M	Buy	+1,011,253	New	+$76.3M	0.86%	20

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

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCA

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

NewEdge Wealth's ISHG Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 6% in Q1 2026, selling an estimated $4.55M and leaving 950,975 shares worth $70.5M. The position accounts for 0.84% of the portfolio, ranked #25.

NewEdge Wealth first reported a position in ISHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $76.1M in Q4 2025. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

NewEdge Wealth held 950,975 shares of iShares 1-3 Year International Treasury Bond ETF worth $70.5M as of Q1 2026.
NewEdge Wealth sold 60,278 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $4.55M.
iShares 1-3 Year International Treasury Bond ETF made up 0.84% of NewEdge Wealth's portfolio in Q1 2026, its #25 holding.
NewEdge Wealth first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
NewEdge Wealth's iShares 1-3 Year International Treasury Bond ETF position peaked at $76.1M in Q4 2025.
103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.