Clune & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Clune & Associates’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	$19.7M	Buy	407,283 +133,160	+49%	+$6.43M	2.97%	10
2026 Q1	$13.3M	Buy	274,123 +72,728	+36%	+$3.54M	2.5%	12
2025 Q4	$9.82M	Buy	201,395 +29,737	+17%	+$1.45M	2.12%	10
2025 Q3	$8.38M	Buy	171,658 +21,938	+15%	+$1.07M	2.1%	11
2025 Q2	$7.28M	Buy	149,720 +7,338	+5%	+$354K	1.99%	12
2025 Q1	$6.88M	Buy	142,382 +6,705	+5%	+$322K	2.11%	12
2024 Q4	$6.48M	Buy	+135,677	New	+$6.51M	2.15%	11

Other funds holding ISTB

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 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

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

IFA

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

Clune & Associates's ISTB Position: Q2 2026 in Review

Clune & Associates increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 49% in Q2 2026, buying an estimated $6.43M and bringing the position to 407,283 shares worth $19.7M. The position accounts for 2.97% of the portfolio, ranked #10.

Clune & Associates first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Clune & Associates held 407,283 shares of iShares Core 1-5 Year USD Bond ETF worth $19.7M as of Q2 2026.
Clune & Associates bought 133,160 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $6.43M.
iShares Core 1-5 Year USD Bond ETF made up 2.97% of Clune & Associates's portfolio in Q2 2026, its #10 holding.
Clune & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.