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

Berger Financial Group’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 		$791K Buy
16,398
+112
+0.7% +$5.41K 0.04% 243
2026
Q1 		$789K Sell
16,286
-45
-0.3% -$2.19K 0.04% 229
2025
Q4 		$796K Sell
16,331
-76
-0.5% -$3.71K 0.05% 232
2025
Q3 		$801K Sell
16,407
-282
-2% -$13.7K 0.05% 226
2025
Q2 		$812K Buy
16,689
+14
+0.1% +$676 0.05% 214
2025
Q1 		$806K Sell
16,675
-2,329
-12% -$112K 0.06% 205
2024
Q4 		$908K Sell
19,004
-200
-1% -$9.6K 0.06% 182
2024
Q3 		$935K Buy
19,204
+233
+1% +$11.2K 0.07% 165
2024
Q2 		$899K Sell
18,971
-4,387
-19% -$207K 0.07% 160
2024
Q1 		$1.11M Buy
+23,358
New +$1.11M 0.09% 143

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

Berger Financial Group's ISTB Position: Q2 2026 in Review

Berger Financial Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.69% in Q2 2026, buying an estimated $5.41K and bringing the position to 16,398 shares worth $791K. The position accounts for 0.04% of the portfolio, ranked #243.

Berger Financial Group first reported a position in ISTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Berger Financial Group held 16,398 shares of iShares Core 1-5 Year USD Bond ETF worth $791K as of Q2 2026.
  • Berger Financial Group bought 112 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $5.41K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #243 holding.
  • Berger Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Berger Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.11M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.