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

Ballast Financial 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 		$12M Buy
248,050
+23,425
+10% +$1.13M 10.84% 3
2026
Q1 		$10.9M Buy
224,625
+11,477
+5% +$559K 11.16% 1
2025
Q4 		$10.4M Buy
+213,148
New +$10.4M 10.7% 3

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Ballast Financial Advisors's ISTB Position: Q2 2026 in Review

Ballast Financial Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 10% in Q2 2026, buying an estimated $1.13M and bringing the position to 248,050 shares worth $12M. The position accounts for 10.84% of the portfolio, ranked #3.

Ballast Financial Advisors first reported a position in ISTB in Q4 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Ballast Financial Advisors held 248,050 shares of iShares Core 1-5 Year USD Bond ETF worth $12M as of Q2 2026.
  • Ballast Financial Advisors bought 23,425 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.13M.
  • iShares Core 1-5 Year USD Bond ETF made up 10.84% of Ballast Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Ballast Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.