Synergy Asset Management’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-5	Closed	-$370	–	449
2024 Q4	$370	Buy	+5	New	+$354	﹤0.01%	800

Other funds holding ISHG

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Synergy Asset Management's ISHG Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2025, closing a stake of 5 shares — an estimated $370 sold.

Synergy Asset Management first reported a position in ISHG in Q4 2024 and held it in 1 quarter. The position peaked at $370 in Q4 2024. 26 funds tracked by Wall St. Rank hold ISHG as of Q1 2025.

Synergy Asset Management reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 5 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2025, an estimated $370.
Synergy Asset Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $370 in Q4 2024.
26 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.