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

Pathway Financial 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
Q3 		$277K Buy
3,735
+134
+4% +$10.1K 0.03% 116
2026
Q2 		$268K Hold
3,601
– – 0.03% 119
2026
Q1 		$267K Buy
+3,601
New +$272K 0.03% 120

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
New Capital Management
New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return
Alterna Wealth Management
Alterna Wealth Management Houston, Texas $180M AUM 9.58% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Pathway Financial Advisors's ISHG Position: Q3 2026 in Review

Pathway Financial Advisors increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 3.7% in Q3 2026, buying an estimated $10.1K and bringing the position to 3,735 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #116.

Pathway Financial Advisors first reported a position in ISHG in Q1 2026 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold ISHG as of Q3 2026.

  • Pathway Financial Advisors held 3,735 shares of iShares 1-3 Year International Treasury Bond ETF worth $277K as of Q3 2026.
  • Pathway Financial Advisors bought 134 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2026, an estimated $10.1K.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.03% of Pathway Financial Advisors's portfolio in Q3 2026, its #116 holding.
  • Pathway Financial Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.