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Christensen King & Associates Investment Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Christensen King & Associates Investment 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 		$293K Hold
6,072
– – 0.12% 84
2026
Q1 		$294K Sell
6,072
-176
-3% -$8.57K 0.13% 81
2025
Q4 		$305K Sell
6,248
-511
-8% -$24.9K 0.13% 81
2025
Q3 		$330K Buy
6,759
+50
+0.7% +$2.43K 0.14% 78
2025
Q2 		$326K Buy
6,709
+49
+0.7% +$2.37K 0.15% 76
2025
Q1 		$321K Buy
6,660
+31
+0.5% +$1.49K 0.15% 76
2024
Q4 		$316K Buy
6,629
+62
+0.9% +$2.98K 0.15% 72
2024
Q3 		$320K Buy
6,567
+45
+0.7% +$2.17K 0.15% 77
2024
Q2 		$309K Buy
6,522
+43
+0.7% +$2.03K 0.15% 73
2024
Q1 		$307K Buy
6,479
+26
+0.4% +$1.23K 0.15% 76
2023
Q4 		$307K Buy
+6,453
New +$301K 0.16% 75

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

Christensen King & Associates Investment Services's ISTB Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 6,072 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #84.

Christensen King & Associates Investment Services first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $330K in Q3 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Christensen King & Associates Investment Services held 6,072 shares of iShares Core 1-5 Year USD Bond ETF worth $293K as of Q2 2026.
  • Christensen King & Associates Investment Services left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.12% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #84 holding.
  • Christensen King & Associates Investment 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.
  • Christensen King & Associates Investment Services's iShares Core 1-5 Year USD Bond ETF position peaked at $330K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.