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Steward Partners Investment Advisory’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Steward Partners Investment Advisory’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
2017
Q3 		– Sell
-17
Closed -$1K – 1718
2017
Q2 		$1K Hold
17
– – ﹤0.01% 1527
2017
Q1 		$1K Buy
+17
New +$1.33K ﹤0.01% 1414

Other funds holding ISHG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 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

Steward Partners Investment Advisory's ISHG Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2017, closing a stake of 17 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in ISHG in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 28 funds tracked by Wall St. Rank hold ISHG as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 17 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2017, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's iShares 1-3 Year International Treasury Bond ETF position peaked at $1K in Q2 2017.
  • 28 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.