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

Octavia Wealth 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 Q2	$4.82M	Buy	64,896 +2,346	+4%	+$177K	0.42%	29
2026 Q1	$4.64M	Sell	62,550 -3,433	-5%	-$259K	0.44%	28
2025 Q4	$4.96M	Sell	65,983 -42,063	-39%	-$3.17M	0.47%	31
2025 Q3	$8.23M	Buy	108,046 +5,081	+5%	+$385K	0.82%	26
2025 Q2	$7.88M	Buy	+102,965	New	+$7.61M	0.9%	25

Other funds holding ISHG

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Octavia Wealth Advisors's ISHG Position: Q2 2026 in Review

Octavia Wealth Advisors increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 3.8% in Q2 2026, buying an estimated $177K and bringing the position to 64,896 shares worth $4.82M. The position accounts for 0.42% of the portfolio, ranked #29.

Octavia Wealth Advisors first reported a position in ISHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.23M in Q3 2025. 118 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

Octavia Wealth Advisors held 64,896 shares of iShares 1-3 Year International Treasury Bond ETF worth $4.82M as of Q2 2026.
Octavia Wealth Advisors bought 2,346 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2026, an estimated $177K.
iShares 1-3 Year International Treasury Bond ETF made up 0.42% of Octavia Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Octavia Wealth Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Octavia Wealth Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $8.23M in Q3 2025.
118 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.