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

Summit Trail 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 		$74.1M Sell
999,382
-69,142
-6% -$5.22M 1.06% 16
2025
Q4 		$80.4M Sell
1,068,524
-1,283,542
-55% -$96.8M 1.39% 12
2025
Q3 		$179M Buy
2,352,066
+156,661
+7% +$11.9M 2.47% 4
2025
Q2 		$168M Buy
+2,195,405
New +$162M 2.88% 4

Other funds holding ISHG

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
NW
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Summit Trail Advisors's ISHG Position: Q1 2026 in Review

Summit Trail Advisors reduced its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 6.5% in Q1 2026, selling an estimated $5.22M and leaving 999,382 shares worth $74.1M. The position accounts for 1.06% of the portfolio, ranked #16.

Summit Trail Advisors first reported a position in ISHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $179M in Q3 2025. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • Summit Trail Advisors held 999,382 shares of iShares 1-3 Year International Treasury Bond ETF worth $74.1M as of Q1 2026.
  • Summit Trail Advisors sold 69,142 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $5.22M.
  • iShares 1-3 Year International Treasury Bond ETF made up 1.06% of Summit Trail Advisors's portfolio in Q1 2026, its #16 holding.
  • Summit Trail Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $179M in Q3 2025.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.