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BCGM Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

BCGM Wealth Management’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 		$2.72M Buy
56,372
+2,547
+5% +$123K 0.58% 54
2026
Q1 		$2.61M Buy
53,825
+3,251
+6% +$158K 0.66% 49
2025
Q4 		$2.47M Buy
50,574
+342
+0.7% +$16.7K 0.63% 48
2025
Q3 		$2.45M Sell
50,232
-38,412
-43% -$1.87M 0.64% 48
2025
Q2 		$4.31M Buy
88,644
+1,632
+2% +$78.8K 1.22% 26
2025
Q1 		$4.21M Buy
87,012
+3,150
+4% +$151K 1.29% 20
2024
Q4 		$4.01M Buy
83,862
+2,265
+3% +$109K 1.27% 22
2024
Q3 		$3.97M Buy
81,597
+2,818
+4% +$136K 1.29% 22
2024
Q2 		$3.73M Buy
78,779
+4,172
+6% +$197K 1.29% 22
2024
Q1 		$3.54M Sell
74,607
-667
-0.9% -$31.6K 1.27% 19
2023
Q4 		$3.58M Sell
75,274
-13,158
-15% -$614K 1.46% 18
2023
Q3 		$4.1M Buy
88,432
+12,333
+16% +$574K 1.88% 11
2023
Q2 		$3.55M Sell
76,099
-39,000
-34% -$1.83M 1.56% 19
2023
Q1 		$5.43M Sell
115,099
-2,937
-2% -$137K 2.74% 8
2022
Q4 		$5.48M Buy
118,036
+114
+0.1% +$5.28K 2.67% 10
2022
Q3 		$5.4M Buy
117,922
+43,416
+58% +$2.05M 2.7% 9
2022
Q2 		$3.57M Buy
74,506
+1,985
+3% +$94.7K 1.81% 13
2022
Q1 		$3.48M Buy
72,521
+23,780
+49% +$1.17M 1.89% 12
2021
Q4 		$2.46M Sell
48,741
-132,557
-73% -$6.71M 1.32% 15
2021
Q3 		$9.2M Buy
181,298
+5,620
+3% +$288K 5.12% 3
2021
Q2 		$9.02M Buy
175,678
+22,665
+15% +$1.16M 5.35% 3
2021
Q1 		$7.86M Buy
153,013
+15,251
+11% +$785K 5.37% 4
2020
Q4 		$7.11M Buy
+137,762
New +$7.1M 5.03% 5

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

BCGM Wealth Management's ISTB Position: Q2 2026 in Review

BCGM Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.7% in Q2 2026, buying an estimated $123K and bringing the position to 56,372 shares worth $2.72M. The position accounts for 0.58% of the portfolio, ranked #54.

BCGM Wealth Management first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.2M in Q3 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • BCGM Wealth Management held 56,372 shares of iShares Core 1-5 Year USD Bond ETF worth $2.72M as of Q2 2026.
  • BCGM Wealth Management bought 2,547 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $123K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.58% of BCGM Wealth Management's portfolio in Q2 2026, its #54 holding.
  • BCGM Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $9.2M in Q3 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.