RiverFront Investment Group, LLC ISHG β€” ISHARES TR 3YRTB ETF

Ownership history in RiverFront Investment Group, LLC  Β·  1 quarter on record

AI Ownership Summary

RiverFront Investment Group, LLC reported ISHARES TR 3YRTB ETF (ISHG) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.75% in 2026 Q2. The latest visible filing shows ISHG at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RiverFront Investment Group, LLC's position in ISHARES TR 3YRTB ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ISHG was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RiverFront Investment Group, LLC held ISHG β€” position size vs. price
% of Fund (quarterly)    ISHG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 761,074 β€” β€” 0.75% $56.5M 2026-07-29 $74.34

FAQ About RiverFront Investment Group, LLC and ISHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has RiverFront Investment Group, LLC reported owning ISHG?

RiverFront Investment Group, LLC reported ISHG across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported ISHG position in RiverFront Investment Group, LLC's portfolio?

The largest reported portfolio weight for ISHG was 0.75% in 2026 Q2.

What is the latest reported ISHG position on this page?

The most recent filing on this page is 2026 Q2, when RiverFront Investment Group, LLC reported 761,074 shares, equal to 0.75% of portfolio, with an estimated market value of $56.5M.

What does the chart on this ISHG ownership page compare?

The chart compares RiverFront Investment Group, LLC's quarterly ISHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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