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

Plum Street 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 Q1	$7.41M	Buy	99,922 +8,434	+9%	+$637K	2.57%	13
2025 Q4	$6.88M	Buy	91,488 +8,176	+10%	+$617K	2.45%	13
2025 Q3	$6.35M	Buy	83,312 +2,245	+3%	+$170K	2.45%	12
2025 Q2	$6.21M	Buy	81,067 +5,055	+7%	+$374K	2.74%	12
2025 Q1	$5.35M	Buy	76,012 +3,078	+4%	+$212K	2.58%	11
2024 Q4	$4.91M	Buy	72,934 +3,646	+5%	+$258K	2.43%	11
2024 Q3	$5.13M	Buy	69,288 +4,434	+7%	+$320K	2.6%	11
2024 Q2	$4.51M	Sell	64,854 -4,434	-6%	-$309K	2.63%	11
2024 Q1	$5.13M	Buy	69,288 +8,673	+14%	+$610K	2.6%	11
2023 Q4	$4.37M	Buy	+60,615	New	+$4.19M	2.91%	10

Other funds holding ISHG

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWM

Inlight Wealth Management Atlanta, Georgia $270M AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

Plum Street Advisors's ISHG Position: Q1 2026 in Review

Plum Street Advisors increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 9.2% in Q1 2026, buying an estimated $637K and bringing the position to 99,922 shares worth $7.41M. The position accounts for 2.57% of the portfolio, ranked #13.

Plum Street Advisors first reported a position in ISHG in Q4 2023 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

Plum Street Advisors held 99,922 shares of iShares 1-3 Year International Treasury Bond ETF worth $7.41M as of Q1 2026.
Plum Street Advisors bought 8,434 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $637K.
iShares 1-3 Year International Treasury Bond ETF made up 2.57% of Plum Street Advisors's portfolio in Q1 2026, its #13 holding.
Plum Street Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.