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

BCM 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	$4.07M	Buy	84,993 +14,354	+20%	+$693K	0.79%	24
2026 Q1	$3.41M	Buy	70,639 +2,764	+4%	+$135K	0.67%	25
2025 Q4	$3.31M	Buy	67,875 +8,320	+14%	+$406K	0.63%	25
2025 Q3	$2.92M	Buy	+59,555	New	+$2.9M	0.59%	31
2020 Q1	–	Sell	-283,255	Closed	-$14.3M	–	47
2019 Q4	$14.3M	Sell	283,255 -82,617	-23%	-$4.16M	5.19%	6
2019 Q3	$18.5M	Sell	365,872 -14,080	-4%	-$710K	7.95%	4
2019 Q2	$19.2M	Sell	379,952 -47,266	-11%	-$2.36M	8.77%	4
2019 Q1	$21.3M	Buy	427,218 +18,349	+4%	+$907K	10.08%	4
2018 Q4	$20.1M	Buy	408,869 +348,402	+576%	+$17M	10.19%	4
2018 Q3	$2.96M	Buy	+60,467	New	+$2.96M	1.55%	18

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

BCM Advisors's ISTB Position: Q2 2026 in Review

BCM Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 20% in Q2 2026, buying an estimated $693K and bringing the position to 84,993 shares worth $4.07M. The position accounts for 0.79% of the portfolio, ranked #24.

BCM Advisors first reported a position in ISTB in Q3 2018 and has held it in 10 quarters since. The position peaked at $21.3M in Q1 2019. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

BCM Advisors held 84,993 shares of iShares Core 1-5 Year USD Bond ETF worth $4.07M as of Q2 2026.
BCM Advisors bought 14,354 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $693K.
iShares Core 1-5 Year USD Bond ETF made up 0.79% of BCM Advisors's portfolio in Q2 2026, its #24 holding.
BCM Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2018 and has held it in 10 quarters since.
BCM Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $21.3M in Q1 2019.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.