OPS
ISHG icon

Orion Portfolio Solutions’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-150
Closed -$12K – 1235
2020
Q2 		$12K Hold
150
– – ﹤0.01% 1136
2020
Q1 		$12K Buy
+150
New +$11.7K ﹤0.01% 1002

Other funds holding ISHG

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Orion Portfolio Solutions's ISHG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2020, closing a stake of 150 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in ISHG in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 27 funds tracked by Wall St. Rank hold ISHG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 150 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares 1-3 Year International Treasury Bond ETF position peaked at $12K in Q2 2020.
  • 27 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.