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

Burkett Financial Services’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	$116K	Buy	2,399 +1,497	+166%	+$72.3K	0.04%	66
2026 Q1	$43.7K	Buy	902 +784	+664%	+$38.2K	0.02%	111
2025 Q4	$5.75K	Sell	118 -9,585	-99%	-$468K	﹤0.01%	176
2025 Q3	$474K	Buy	9,703 +7,458	+332%	+$363K	0.16%	40
2025 Q2	$109K	Buy	2,245 +104	+5%	+$5.02K	0.04%	64
2025 Q1	$104K	Buy	2,141 +1,147	+115%	+$55.1K	0.04%	65
2024 Q4	$47.5K	Buy	994 +358	+56%	+$17.2K	0.02%	88
2024 Q3	$31K	Buy	636 +29	+5%	+$1.4K	0.01%	102
2024 Q2	$28.8K	Sell	607 -3,675	-86%	-$173K	0.01%	102
2024 Q1	$203K	Sell	4,282 -178	-4%	-$8.44K	0.1%	44
2023 Q4	$212K	Buy	+4,460	New	+$208K	0.12%	42

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

Burkett Financial Services's ISTB Position: Q2 2026 in Review

Burkett Financial Services increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 166% in Q2 2026, buying an estimated $72.3K and bringing the position to 2,399 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #66.

Burkett Financial Services first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Burkett Financial Services held 2,399 shares of iShares Core 1-5 Year USD Bond ETF worth $116K as of Q2 2026.
Burkett Financial Services bought 1,497 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $72.3K.
iShares Core 1-5 Year USD Bond ETF made up 0.04% of Burkett Financial Services's portfolio in Q2 2026, its #66 holding.
Burkett Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $474K in Q3 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.