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VERITY Wealth Advisors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

VERITY Wealth Advisors’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
Q2 		$973K Buy
13,109
+2,918
+29% +$220K 0.59% 28
2026
Q1 		$756K Buy
10,191
+4,793
+89% +$362K 0.5% 38
2025
Q4 		$406K Hold
5,398
– – 0.25% 61
2025
Q3 		$411K Hold
5,398
– – 0.26% 59
2025
Q2 		$413K Buy
+5,398
New +$399K 0.28% 60

Other funds holding ISHG

OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
3FI
3 Factor Indexing Sacramento, California $118M AUM
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

VERITY Wealth Advisors's ISHG Position: Q2 2026 in Review

VERITY Wealth Advisors increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 29% in Q2 2026, buying an estimated $220K and bringing the position to 13,109 shares worth $973K. The position accounts for 0.59% of the portfolio, ranked #28.

VERITY Wealth Advisors first reported a position in ISHG in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold ISHG as of Q2 2026.

  • VERITY Wealth Advisors held 13,109 shares of iShares 1-3 Year International Treasury Bond ETF worth $973K as of Q2 2026.
  • VERITY Wealth Advisors bought 2,918 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2026, an estimated $220K.
  • iShares 1-3 Year International Treasury Bond ETF made up 0.59% of VERITY Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • VERITY Wealth Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.