Affinity Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Affinity Capital Advisors’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	$216K	Buy	4,496 +325	+8%	+$15.7K	0.03%	191
2026 Q1	$202K	Sell	4,171 -670	-14%	-$32.6K	0.03%	176
2025 Q4	$236K	Sell	4,841 -171	-3%	-$8.35K	0.03%	153
2025 Q3	$244K	Sell	5,012 -202	-4%	-$9.83K	0.04%	136
2025 Q2	$254K	Sell	5,214 -1,420	-21%	-$68.5K	0.04%	137
2025 Q1	$318K	Sell	6,634 -903	-12%	-$43.4K	0.06%	117
2024 Q4	$360K	Buy	7,537 +1,583	+27%	+$76K	0.07%	112
2024 Q3	$290K	Sell	5,954 -2,422	-29%	-$117K	0.06%	125
2024 Q2	$397K	Sell	8,376 -2,716	-24%	-$128K	0.08%	105
2024 Q1	$526K	Buy	11,092 +3,492	+46%	+$166K	0.12%	87
2023 Q4	$361K	Buy	+7,600	New	+$355K	0.09%	104
2023 Q3	–	Sell	-9,067	Closed	-$423K	–	137
2023 Q2	$423K	Buy	+9,067	New	+$426K	0.11%	82

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

Affinity Capital Advisors's ISTB Position: Q2 2026 in Review

Affinity Capital Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,496 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #191.

Affinity Capital Advisors first reported a position in ISTB in Q2 2023 and has held it in 12 quarters since. The position peaked at $526K in Q1 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Affinity Capital Advisors held 4,496 shares of iShares Core 1-5 Year USD Bond ETF worth $216K as of Q2 2026.
Affinity Capital Advisors bought 325 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares Core 1-5 Year USD Bond ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #191 holding.
Affinity Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and has held it in 12 quarters since.
Affinity Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $526K in Q1 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.