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SwitchPoint Financial Planning’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

SwitchPoint Financial Planning’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 		$578K Buy
+7,791
New +$588K 0.39% 40

Other funds holding ISHG

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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

SwitchPoint Financial Planning's ISHG Position: Q1 2026 in Review

SwitchPoint Financial Planning opened a new position in iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2026: 7,791 shares worth $578K. The stake represents 0.39% of the portfolio and ranks #40 among its holdings.

103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

  • SwitchPoint Financial Planning held 7,791 shares of iShares 1-3 Year International Treasury Bond ETF worth $578K as of Q1 2026.
  • iShares 1-3 Year International Treasury Bond ETF was a new SwitchPoint Financial Planning position in Q1 2026.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.39% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #40 holding.
  • 103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.