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

Buttonwood Financial Advisors’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 		$12.6M Sell
261,384
-36,810
-12% -$1.78M 3.84% 6
2026
Q1 		$14.5M Buy
298,194
+16,855
+6% +$821K 4.84% 4
2025
Q4 		$13.7M Buy
281,339
+18,577
+7% +$907K 4.57% 5
2025
Q3 		$12.8M Buy
262,762
+75,327
+40% +$3.66M 4.42% 6
2025
Q2 		$9.12M Buy
187,435
+1,999
+1% +$96.5K 3.66% 8
2025
Q1 		$8.97M Buy
185,436
+22,420
+14% +$1.08M 3.94% 8
2024
Q4 		$7.79M Buy
163,016
+12,590
+8% +$604K 3.42% 8
2024
Q3 		$7.32M Buy
150,426
+12,943
+9% +$623K 3.19% 8
2024
Q2 		$6.51M Sell
137,483
-1,661
-1% -$78.3K 3.07% 8
2024
Q1 		$6.6M Buy
139,144
+7,880
+6% +$374K 3.1% 8
2023
Q4 		$6.24M Buy
131,264
+24,307
+23% +$1.13M 3.4% 8
2023
Q3 		$4.96M Sell
106,957
-169,385
-61% -$7.88M 3.14% 7
2023
Q2 		$12.9M Sell
276,342
-4,561
-2% -$214K 8.08% 1
2023
Q1 		$13.2M Buy
280,903
+3,148
+1% +$147K 10.27% 1
2022
Q4 		$12.9M Buy
277,755
+51
+0% +$2.36K 10.86% 1
2022
Q3 		$12.7M Buy
277,704
+12,589
+5% +$594K 11.47% 1
2022
Q2 		$12.6M Buy
265,115
+7,142
+3% +$341K 11.33% 1
2022
Q1 		$12.5M Buy
257,973
+10,235
+4% +$506K 11.28% 1
2021
Q4 		$12.5M Buy
+247,738
New +$12.5M 12.22% 1

Other funds holding ISTB

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
CWP
Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return