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BFSG LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

BFSG LLC’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 		$181K Buy
3,743
+4
+0.1% +$193 0.02% 311
2026
Q1 		$181K Buy
3,739
+172
+5% +$8.38K 0.02% 290
2025
Q4 		$174K Buy
3,567
+371
+12% +$18.1K 0.02% 284
2025
Q3 		$156K Buy
3,196
+219
+7% +$10.7K 0.02% 301
2025
Q2 		$145K Buy
2,977
+55
+2% +$2.65K 0.02% 287
2025
Q1 		$141K Buy
2,922
+72
+3% +$3.46K 0.02% 273
2024
Q4 		$136K Buy
2,850
+380
+15% +$18.2K 0.02% 280
2024
Q3 		$120K Sell
2,470
-112
-4% -$5.39K 0.01% 304
2024
Q2 		$122K Buy
2,582
+63
+3% +$2.97K 0.02% 282
2024
Q1 		$120K Buy
2,519
+117
+5% +$5.55K 0.02% 290
2023
Q4 		$114K Buy
+2,402
New +$112K 0.02% 288

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

BFSG LLC's ISTB Position: Q2 2026 in Review

BFSG LLC increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.11% in Q2 2026, buying an estimated $193 and bringing the position to 3,743 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #311.

BFSG LLC first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $181K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • BFSG LLC held 3,743 shares of iShares Core 1-5 Year USD Bond ETF worth $181K as of Q2 2026.
  • BFSG LLC bought 4 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $193.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #311 holding.
  • BFSG LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $181K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.