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 Q3	$17.7M	Sell	374,794 -32,489	-8%	-$1.55M	2.71%	12
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	$9.8M	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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

FAI

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Clune & Associates's ISTB Position: Q3 2026 in Review

Clune & Associates reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8% in Q3 2026, selling an estimated $1.55M and leaving 374,794 shares worth $17.7M. The position accounts for 2.71% of the portfolio, ranked #12.

Clune & Associates first reported a position in ISTB in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.7M in Q2 2026. 63 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Clune & Associates held 374,794 shares of iShares Core 1-5 Year USD Bond ETF worth $17.7M as of Q3 2026.
Clune & Associates sold 32,489 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $1.55M.
iShares Core 1-5 Year USD Bond ETF made up 2.71% of Clune & Associates's portfolio in Q3 2026, its #12 holding.
Clune & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $19.7M in Q2 2026.
63 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.