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 Q3	$846K	Hold	17,905	–	–	0.13%	108
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FAI

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

ABLE Financial Group's ISTB Position: Q3 2026 in Review

ABLE Financial Group held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 17,905 shares worth $846K. The position accounts for 0.13% of the portfolio, ranked #108.

ABLE Financial Group first reported a position in ISTB in Q2 2024 and has held it in 10 quarters since. The position peaked at $910K in Q3 2025. 63 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

ABLE Financial Group held 17,905 shares of iShares Core 1-5 Year USD Bond ETF worth $846K as of Q3 2026.
ABLE Financial Group left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.13% of ABLE Financial Group's portfolio in Q3 2026, its #108 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 10 quarters since.
ABLE Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $910K in Q3 2025.
63 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.