Patriot Financial Group Insurance Agency’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q3	–	Sell	-100	Closed	-$8K	–	1384
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	853
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	749
2018 Q4	$8K	Hold	100	–	–	0.01%	656
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	666
2018 Q2	$8K	Hold	100	–	–	0.01%	421
2018 Q1	$9K	Hold	100	–	–	0.01%	610
2017 Q4	$8K	Hold	100	–	–	0.01%	624
2017 Q3	$8K	Hold	100	–	–	0.01%	597
2017 Q2	$8K	Hold	100	–	–	0.01%	576
2017 Q1	$8K	Hold	100	–	–	0.01%	531
2016 Q4	$8K	Buy	+100	New	+$7.92K	0.01%	500

Other funds holding ISHG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TFF

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

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ISHG Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2019, closing a stake of 100 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in ISHG in Q4 2016 and held it in 11 quarters. The position peaked at $9K in Q1 2018. 30 funds tracked by Wall St. Rank hold ISHG as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 100 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2019, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2016 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's iShares 1-3 Year International Treasury Bond ETF position peaked at $9K in Q1 2018.
30 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.