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The Family Firm’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

The Family Firm’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
Q2 		$1.31M Sell
17,126
-14
-0.1% -$1.03K 0.32% 66
2025
Q1 		$1.21M Sell
17,140
-297
-2% -$20.4K 0.27% 73
2024
Q4 		$1.17M Buy
17,437
+272
+2% +$19.2K 0.26% 74
2024
Q3 		$1.27M Sell
17,165
-339
-2% -$24.4K 0.28% 70
2024
Q2 		$1.22M Buy
17,504
+2,684
+18% +$187K 0.27% 68
2024
Q1 		$1.04M Buy
14,820
+81
+0.5% +$5.7K 0.25% 74
2023
Q4 		$1.06M Buy
14,739
+21
+0.1% +$1.45K 0.27% 68
2023
Q3 		$995K Sell
14,718
-1,336
-8% -$92.7K 0.28% 65
2023
Q2 		$1.11M Buy
16,054
+535
+3% +$37.4K 0.29% 64
2023
Q1 		$1.09M Sell
15,519
-155
-1% -$10.8K 0.3% 65
2022
Q4 		$1.09M Buy
15,674
+716
+5% +$47.9K 0.32% 66
2022
Q3 		$960K Hold
14,958
– – 0.31% 66
2022
Q2 		$1.04M Sell
14,958
-62
-0.4% -$4.44K 0.31% 64
2022
Q1 		$1.13M Hold
15,020
– – 0.3% 68
2021
Q4 		$1.17M Sell
15,020
-32
-0.2% -$2.54K 0.3% 66
2021
Q3 		$1.22M Hold
15,052
– – 0.32% 65
2021
Q2 		$1.24M Buy
15,052
+1,342
+10% +$112K 0.34% 60
2021
Q1 		$1.12M Hold
13,710
– – 0.32% 59
2020
Q4 		$1.16M Sell
13,710
-272
-2% -$22.6K 0.34% 57
2020
Q3 		$1.14M Buy
13,982
+340
+2% +$27.7K 0.41% 50
2020
Q2 		$1.08M Buy
13,642
+263
+2% +$20.5K 0.4% 50
2020
Q1 		$1.03M Sell
13,379
-152
-1% -$11.8K 0.44% 46
2019
Q4 		$1.07M Hold
13,531
– – 0.36% 55
2019
Q3 		$1.05M Buy
13,531
+1,314
+11% +$104K 0.37% 55
2019
Q2 		$976K Buy
12,217
+1,064
+10% +$83.9K 0.34% 58
2019
Q1 		$880K Buy
11,153
+375
+3% +$29.8K 0.32% 56
2018
Q4 		$860K Buy
10,778
+2,765
+35% +$222K 0.34% 54
2018
Q3 		$652K Buy
8,013
+1,387
+21% +$114K 0.24% 64
2018
Q2 		$545K Buy
6,626
+1,492
+29% +$125K 0.2% 69
2018
Q1 		$445K Buy
5,134
+1,208
+31% +$104K 0.17% 79
2017
Q4 		$331K Buy
+3,926
New +$328K 0.13% 94

Other funds holding ISHG

STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

The Family Firm's ISHG Position: Q2 2025 in Review

The Family Firm reduced its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 0.08% in Q2 2025, selling an estimated $1.03K and leaving 17,126 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #66.

The Family Firm first reported a position in ISHG in Q4 2017 and has held it in 31 quarters since. 61 funds tracked by Wall St. Rank hold ISHG as of Q2 2025.

  • The Family Firm held 17,126 shares of iShares 1-3 Year International Treasury Bond ETF worth $1.31M as of Q2 2025.
  • The Family Firm sold 14 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2025, an estimated $1.03K.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.32% of The Family Firm's portfolio in Q2 2025, its #66 holding.
  • The Family Firm first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.