ABLE Financial Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

ABLE Financial Group’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$864K	Hold	17,905	–	–	0.15%	109
2026 Q1	$868K	Sell	17,905 -40	-0.2%	-$1.95K	0.17%	97
2025 Q4	$875K	Sell	17,945 -680	-4%	-$33.2K	0.18%	91
2025 Q3	$910K	Buy	18,625 +653	+4%	+$31.8K	0.2%	84
2025 Q2	$874K	Hold	17,972	–	–	0.21%	84
2025 Q1	$869K	Sell	17,972 -1	-0%	-$48	0.24%	74
2024 Q4	$859K	Buy	17,973 +43	+0.2%	+$2.06K	0.25%	73
2024 Q3	$873K	Sell	17,930 -425	-2%	-$20.5K	0.27%	66
2024 Q2	$869K	Buy	+18,355	New	+$866K	0.31%	58

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

ABLE Financial Group's ISTB Position: Q2 2026 in Review

ABLE Financial Group held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 17,905 shares worth $864K. The position accounts for 0.15% of the portfolio, ranked #109.

ABLE Financial Group first reported a position in ISTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $910K in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

ABLE Financial Group held 17,905 shares of iShares Core 1-5 Year USD Bond ETF worth $864K as of Q2 2026.
ABLE Financial Group left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.15% of ABLE Financial Group's portfolio in Q2 2026, its #109 holding.
ABLE Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
ABLE Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $910K in Q3 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.