Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ashton Thomas Private Wealth’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 		$405K Buy
8,572
+90
+1% +$4.31K 0.01% 870
2026
Q2 		$409K Sell
8,482
-3,207
-27% -$155K 0.01% 856
2026
Q1 		$566K Buy
11,689
+661
+6% +$32.2K 0.01% 690
2025
Q4 		$538K Buy
11,028
+349
+3% +$17K 0.01% 641
2025
Q3 		$522K Buy
10,679
+858
+9% +$41.7K 0.01% 640
2025
Q2 		$478K Sell
9,821
-359
-4% -$17.3K 0.02% 593
2025
Q1 		$492K Buy
10,180
+470
+5% +$22.6K 0.02% 553
2024
Q4 		$464K Buy
9,710
+541
+6% +$26K 0.02% 548
2024
Q3 		$446K Buy
9,169
+326
+4% +$15.7K 0.02% 451
2024
Q2 		$419K Sell
8,843
-1,443
-14% -$68.1K 0.02% 451
2024
Q1 		$488K Sell
10,286
-40
-0.4% -$1.9K 0.03% 425
2023
Q4 		$491K Sell
10,326
-1,353
-12% -$63.2K 0.03% 430
2023
Q3 		$542K Buy
11,679
+602
+5% +$28K 0.04% 383
2023
Q2 		$517K Buy
11,077
+3,342
+43% +$157K 0.04% 389
2023
Q1 		$365K Buy
7,735
+7
+0.1% +$328 0.03% 396
2022
Q4 		$359K Buy
7,728
+199
+3% +$9.21K 0.04% 375
2022
Q3 		$347K Buy
7,529
+1,805
+32% +$85.2K 0.04% 368
2022
Q2 		$271K Buy
+5,724
New +$273K 0.03% 391
2020
Q1 		– Sell
-4,840
Closed -$244K – 227
2019
Q4 		$244K Sell
4,840
-376
-7% -$18.9K 0.08% 208
2019
Q3 		$263K Sell
5,216
-398
-7% -$20.1K 0.11% 161
2019
Q2 		$283K Hold
5,614
– – 0.11% 146
2019
Q1 		$280K Buy
+5,614
New +$277K 0.12% 140

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Ashton Thomas Private Wealth's ISTB Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.1% in Q3 2026, buying an estimated $4.31K and bringing the position to 8,572 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #870.

Ashton Thomas Private Wealth first reported a position in ISTB in Q1 2019 and has held it in 22 quarters since. The position peaked at $566K in Q1 2026. 214 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Ashton Thomas Private Wealth held 8,572 shares of iShares Core 1-5 Year USD Bond ETF worth $405K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 90 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $4.31K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #870 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $566K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.