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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
Q2 		$19.7M Sell
265,634
-733,748
-73% -$55.2M 0.25% 58
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 $994M AUM 11.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Trail Advisors's ISHG Position: Q2 2026 in Review

Summit Trail Advisors reduced its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 73% in Q2 2026, selling an estimated $55.2M and leaving 265,634 shares worth $19.7M. The position accounts for 0.25% of the portfolio, ranked #58.

Summit Trail Advisors first reported a position in ISHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $179M in Q3 2025. 118 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

  • Summit Trail Advisors held 265,634 shares of iShares 1-3 Year International Treasury Bond ETF worth $19.7M as of Q2 2026.
  • Summit Trail Advisors sold 733,748 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2026, an estimated $55.2M.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.25% of Summit Trail Advisors's portfolio in Q2 2026, its #58 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 5 quarters since.
  • Summit Trail Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $179M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.