Beacon Financial Advisory
ISTB icon

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

Beacon Financial Advisory’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 		$533K Sell
11,276
-366
-3% -$17.5K 0.1% 239
2026
Q2 		$562K Sell
11,642
-248
-2% -$12K 0.11% 220
2026
Q1 		$576K Sell
11,890
-1,066
-8% -$51.9K 0.13% 198
2025
Q4 		$632K Sell
12,956
-1,702
-12% -$83.1K 0.15% 177
2025
Q3 		$716K Sell
14,658
-48
-0.3% -$2.34K 0.17% 156
2025
Q2 		$715K Buy
14,706
+980
+7% +$47.3K 0.19% 145
2025
Q1 		$664K Sell
13,726
-2,610
-16% -$125K 0.2% 130
2024
Q4 		$780K Buy
16,336
+630
+4% +$30.2K 0.25% 111
2024
Q3 		$765K Sell
15,706
-224
-1% -$10.8K 0.26% 112
2024
Q2 		$755K Sell
15,930
-263
-2% -$12.4K 0.28% 103
2024
Q1 		$768K Sell
16,193
-35
-0.2% -$1.66K 0.37% 85
2023
Q4 		$772K Sell
16,228
-479
-3% -$22.4K 0.37% 79
2023
Q3 		$775K Buy
16,707
+997
+6% +$46.4K 0.43% 73
2023
Q2 		$733K Buy
15,710
+152
+1% +$7.14K 0.42% 74
2023
Q1 		$734K Buy
15,558
+3,224
+26% +$151K 0.47% 68
2022
Q4 		$573K Buy
12,334
+6,526
+112% +$302K 0.41% 78
2022
Q3 		$268K Hold
5,808
– – 0.19% 150
2022
Q2 		$275K Sell
5,808
-550
-9% -$26.3K 0.16% 166
2022
Q1 		$308K Sell
6,358
-2,161
-25% -$107K 0.15% 169
2021
Q4 		$430K Sell
8,519
-2,521
-23% -$128K 0.2% 147
2021
Q3 		$564K Sell
11,040
-178
-2% -$9.12K 0.29% 110
2021
Q2 		$575K Sell
11,218
-6,621
-37% -$340K 0.31% 106
2021
Q1 		$915K Buy
17,839
+246
+1% +$12.7K 0.52% 62
2020
Q4 		$908K Buy
17,593
+5,171
+42% +$266K 0.59% 51
2020
Q3 		$640K Buy
12,422
+5,328
+75% +$275K 0.56% 52
2020
Q2 		$365K Buy
7,094
+1,712
+32% +$87.5K 0.4% 85
2020
Q1 		$271K Sell
5,382
-889
-14% -$44.9K 0.34% 100
2019
Q4 		$316K Buy
+6,271
New +$316K 0.27% 106

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
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
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Beacon Financial Advisory's ISTB Position: Q3 2026 in Review

Beacon Financial Advisory reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.1% in Q3 2026, selling an estimated $17.5K and leaving 11,276 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #239.

Beacon Financial Advisory first reported a position in ISTB in Q4 2019 and has held it in 28 quarters since. The position peaked at $915K in Q1 2021. 172 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Beacon Financial Advisory held 11,276 shares of iShares Core 1-5 Year USD Bond ETF worth $533K as of Q3 2026.
  • Beacon Financial Advisory sold 366 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $17.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.1% of Beacon Financial Advisory's portfolio in Q3 2026, its #239 holding.
  • Beacon Financial Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $915K in Q1 2021.
  • 172 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.