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

Towneley Capital 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
2024
Q2 		– Sell
-5,777
Closed -$404K – 44
2024
Q1 		$404K Hold
5,777
– – 0.1% 36
2023
Q4 		$416K Buy
+5,777
New +$399K 0.11% 35

Other funds holding ISHG

CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAM
McLean Asset Management Tysons, Virginia $572M AUM 22% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $643M AUM

Towneley Capital Management's ISHG Position: Q2 2024 in Review

Towneley Capital Management sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q2 2024, closing a stake of 5,777 shares — an estimated $404K sold.

Towneley Capital Management first reported a position in ISHG in Q4 2023 and held it in 2 quarters. The position peaked at $416K in Q4 2023. 25 funds tracked by Wall St. Rank hold ISHG as of Q2 2024.

  • Towneley Capital Management reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Towneley Capital Management sold 5,777 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2024, an estimated $404K.
  • Towneley Capital Management first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Towneley Capital Management's iShares 1-3 Year International Treasury Bond ETF position peaked at $416K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2024.

Based on Towneley Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.