ORG Partners’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-91	Closed	-$6.24K	–	1498
2024 Q4	$6.24K	Buy	91 +1	+1%	+$71	﹤0.01%	978
2024 Q3	$6.68K	Sell	90 -135	-60%	-$9.73K	﹤0.01%	848
2024 Q2	$15.7K	Buy	+225	New	+$15.7K	﹤0.01%	1147
2024 Q1	–	Sell	-228	Closed	-$16.5K	–	791
2023 Q4	$16.5K	Buy	228 +139	+156%	+$9.61K	﹤0.01%	693
2023 Q3	$6.09K	Sell	89 -139	-61%	-$9.64K	﹤0.01%	918
2023 Q2	$15.9K	Buy	+228	New	+$16K	﹤0.01%	909

Other funds holding ISHG

CCA

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

PSA

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

BWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ORG Partners's ISHG Position: Q1 2025 in Review

ORG Partners sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2025, closing a stake of 91 shares — an estimated $6.24K sold.

ORG Partners first reported a position in ISHG in Q2 2023 and held it in 6 quarters. The position peaked at $16.5K in Q4 2023. 26 funds tracked by Wall St. Rank hold ISHG as of Q1 2025.

ORG Partners reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 91 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2025, an estimated $6.24K.
ORG Partners first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's iShares 1-3 Year International Treasury Bond ETF position peaked at $16.5K in Q4 2023.
26 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.