Whittier Trust’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Whittier Trust’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
2018 Q4	–	Sell	-60	Closed	-$5K	–	1359
2018 Q3	$5K	Hold	60	–	–	﹤0.01%	1114
2018 Q2	$5K	Sell	60 -1,083	-95%	-$91K	﹤0.01%	1095
2018 Q1	$99K	Hold	1,143	–	–	﹤0.01%	641
2017 Q4	$96K	Hold	1,143	–	–	﹤0.01%	628
2017 Q3	$96K	Hold	1,143	–	–	﹤0.01%	618
2017 Q2	$94K	Sell	1,143 -602	-34%	-$48.2K	﹤0.01%	591
2017 Q1	$137K	Hold	1,745	–	–	0.01%	530
2016 Q4	$133K	Buy	+1,745	New	+$138K	0.01%	528

Other funds holding ISHG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCM

Maxim Capital Management San Francisco, California $112M AUM 0.1% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Whittier Trust's ISHG Position: Q4 2018 in Review

Whittier Trust sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q4 2018, closing a stake of 60 shares — an estimated $5K sold.

Whittier Trust first reported a position in ISHG in Q4 2016 and held it in 8 quarters. The position peaked at $137K in Q1 2017. 36 funds tracked by Wall St. Rank hold ISHG as of Q4 2018.

Whittier Trust reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Whittier Trust sold 60 iShares 1-3 Year International Treasury Bond ETF shares in Q4 2018, an estimated $5K.
Whittier Trust first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q4 2016 and held it in 8 quarters.
Whittier Trust's iShares 1-3 Year International Treasury Bond ETF position peaked at $137K in Q1 2017.
36 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q4 2018.

Based on Whittier Trust's 13F filing for Q4 2018, filed 7 Feb 2019.