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

Simplicity 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
2021 Q1	–	Sell	-12,425	Closed	-$1.06M	–	736
2020 Q4	$1.06M	Buy	12,425 +1,935	+18%	+$161K	0.02%	524
2020 Q3	$856K	Buy	10,490 +354	+3%	+$28.9K	0.02%	521
2020 Q2	$800K	Buy	10,136 +1,391	+16%	+$108K	0.02%	525
2020 Q1	$675K	Buy	+8,745	New	+$681K	0.02%	425

Other funds holding ISHG

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

Simplicity Solutions's ISHG Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2021, closing a stake of 12,425 shares — an estimated $1.06M sold.

Simplicity Solutions first reported a position in ISHG in Q1 2020 and held it in 4 quarters. The position peaked at $1.06M in Q4 2020. 26 funds tracked by Wall St. Rank hold ISHG as of Q1 2021.

Simplicity Solutions reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 12,425 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2021, an estimated $1.06M.
Simplicity Solutions first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2020 and held it in 4 quarters.
Simplicity Solutions's iShares 1-3 Year International Treasury Bond ETF position peaked at $1.06M in Q4 2020.
26 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.