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

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return