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

Wedmont Private Capital’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 Q1	–	Sell	-6,306	Closed	-$449K	–	618
2023 Q4	$449K	Hold	6,306	–	–	0.04%	333
2023 Q3	$427K	Hold	6,306	–	–	0.04%	292
2023 Q2	$451K	Buy	6,306 +130	+2%	+$9.1K	0.05%	266
2023 Q1	$434K	Sell	6,176 -57	-0.9%	-$3.98K	0.06%	245
2022 Q4	$433K	Sell	6,233 -324	-5%	-$21.7K	0.06%	233
2022 Q3	$421K	Buy	+6,557	New	+$443K	0.08%	186

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

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

ADE LLC Baltimore, Maryland $209M AUM 15.13% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MAM

McLean Asset Management Tysons, Virginia $572M AUM 22% 1-Year Est. Return

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

Wedmont Private Capital's ISHG Position: Q1 2024 in Review

Wedmont Private Capital sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2024, closing a stake of 6,306 shares — an estimated $449K sold.

Wedmont Private Capital first reported a position in ISHG in Q3 2022 and held it in 6 quarters. The position peaked at $451K in Q2 2023. 24 funds tracked by Wall St. Rank hold ISHG as of Q1 2024.

Wedmont Private Capital reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Wedmont Private Capital sold 6,306 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2024, an estimated $449K.
Wedmont Private Capital first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
Wedmont Private Capital's iShares 1-3 Year International Treasury Bond ETF position peaked at $451K in Q2 2023.
24 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2024.

Based on Wedmont Private Capital's 13F filing for Q1 2024, filed 10 Apr 2024.