Wealthspire Advisors (New York)’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$2.71M	Buy	36,476 +3,950	+12%	+$298K	0.02%	243
2025 Q4	$2.45M	Buy	32,526 +1,323	+4%	+$99.8K	0.02%	267
2025 Q3	$2.38M	Buy	31,203 +5,783	+23%	+$439K	0.01%	252
2025 Q2	$1.95M	Buy	+25,420	New	+$1.88M	0.01%	281

Other funds holding ISHG

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWM

Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

Wealthspire Advisors (New York)'s ISHG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares 1-3 Year International Treasury Bond ETF (ISHG) stake by 12% in Q1 2026, buying an estimated $298K and bringing the position to 36,476 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #243.

Wealthspire Advisors (New York) first reported a position in ISHG in Q2 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold ISHG as of Q1 2026.

Wealthspire Advisors (New York) held 36,476 shares of iShares 1-3 Year International Treasury Bond ETF worth $2.71M as of Q1 2026.
Wealthspire Advisors (New York) bought 3,950 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2026, an estimated $298K.
iShares 1-3 Year International Treasury Bond ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #243 holding.
Wealthspire Advisors (New York) first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
103 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.