WealthShield Partners’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

WealthShield Partners’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	-80	Closed	-$5.59K	–	479
2024 Q1	$5.59K	Hold	80	–	–	﹤0.01%	443
2023 Q4	$5.77K	Hold	80	–	–	﹤0.01%	445
2023 Q3	$5.41K	Hold	80	–	–	﹤0.01%	452
2023 Q2	$5.54K	Hold	80	–	–	﹤0.01%	458
2023 Q1	$5.62K	Buy	+80	New	+$5.58K	﹤0.01%	457
2021 Q2	–	Sell	-386	Closed	-$32.2K	–	498
2021 Q1	$32K	Buy	+386	New	+$32.4K	0.01%	556
2020 Q4	–	Sell	-843	Closed	-$69K	–	342
2020 Q3	$69K	Buy	843 +541	+179%	+$44.1K	0.02%	289
2020 Q2	$24K	Sell	302 -45	-13%	-$3.5K	0.01%	275
2020 Q1	$27K	Sell	347 -480	-58%	-$37.4K	0.02%	207
2019 Q4	$66K	Sell	827 -628	-43%	-$49.2K	0.03%	204
2019 Q3	$113K	Hold	1,455	–	–	0.06%	180
2019 Q2	$116K	Hold	1,455	–	–	0.07%	161
2019 Q1	$115K	Hold	1,455	–	–	0.06%	166
2018 Q4	$116K	Hold	1,455	–	–	0.08%	140
2018 Q3	$118K	Sell	1,455 -3,380	-70%	-$277K	0.07%	144
2018 Q2	$398K	Hold	4,835	–	–	0.24%	71
2018 Q1	$419K	Hold	4,835	–	–	0.27%	67
2017 Q4	$408K	Buy	+4,835	New	+$403K	0.25%	76

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

PCM

Permanent Capital Management Chicago, Illinois $643M AUM

WealthShield Partners's ISHG Position: Q2 2024 in Review

WealthShield Partners sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q2 2024, closing a stake of 80 shares — an estimated $5.59K sold.

WealthShield Partners first reported a position in ISHG in Q4 2017 and held it in 18 quarters. The position peaked at $419K in Q1 2018. 25 funds tracked by Wall St. Rank hold ISHG as of Q2 2024.

WealthShield Partners reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
WealthShield Partners sold 80 iShares 1-3 Year International Treasury Bond ETF shares in Q2 2024, an estimated $5.59K.
WealthShield Partners first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
WealthShield Partners's iShares 1-3 Year International Treasury Bond ETF position peaked at $419K in Q1 2018.
25 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q2 2024.

Based on WealthShield Partners's 13F filing for Q2 2024, filed 26 Jul 2024.