TFC Financial Management
ISHG icon

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

TFC Financial 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
2026
Q3 		$53.8K Hold
727
– – 0.01% 285
2026
Q2 		$54K Hold
727
– – 0.01% 283
2026
Q1 		$53.9K Hold
727
– – 0.01% 265
2025
Q4 		$54.7K Buy
727
+133
+22% +$10K 0.01% 265
2025
Q3 		$45.3K Buy
+594
New +$45K 0.01% 276

Other funds holding ISHG

Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
New Capital Management
New Capital Management Houston, Texas $447M AUM 10.99% 1-Year Est. Return
Alterna Wealth Management
Alterna Wealth Management Houston, Texas $180M AUM 9.58% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

TFC Financial Management's ISHG Position: Q3 2026 in Review

TFC Financial Management held its iShares 1-3 Year International Treasury Bond ETF (ISHG) position steady in Q3 2026 at 727 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #285.

TFC Financial Management first reported a position in ISHG in Q3 2025 and has held it in 5 quarters since. The position peaked at $54.7K in Q4 2025. 48 funds tracked by Wall St. Rank hold ISHG as of Q3 2026.

  • TFC Financial Management held 727 shares of iShares 1-3 Year International Treasury Bond ETF worth $53.8K as of Q3 2026.
  • TFC Financial Management left its iShares 1-3 Year International Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.01% of TFC Financial Management's portfolio in Q3 2026, its #285 holding.
  • TFC Financial Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • TFC Financial Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $54.7K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.