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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

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
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 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