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Retirement Planning Group (Kansas)’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Retirement Planning Group (Kansas)’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
2013
Q3 		– Sell
-69,966
Closed -$6.42M – 79
2013
Q2 		$6.42M Buy
+69,966
New +$6.53M 2.64% 13

Other funds holding ISHG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Retirement Planning Group (Kansas)'s ISHG Position: Q3 2013 in Review

Retirement Planning Group (Kansas) sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2013, closing a stake of 69,966 shares — an estimated $6.42M sold.

Retirement Planning Group (Kansas) first reported a position in ISHG in Q2 2013 and held it in 1 quarter. The position peaked at $6.42M in Q2 2013. 39 funds tracked by Wall St. Rank hold ISHG as of Q3 2013.

  • Retirement Planning Group (Kansas) reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 69,966 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2013, an estimated $6.42M.
  • Retirement Planning Group (Kansas) first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2013 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s iShares 1-3 Year International Treasury Bond ETF position peaked at $6.42M in Q2 2013.
  • 39 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2013.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2013, filed 25 Oct 2013.