Courage Miller Partners
ISTB icon

Courage Miller Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Courage Miller Partners’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 		$28.7M Buy
607,233
+12,949
+2% +$620K 7.57% 3
2026
Q2 		$28.7M Buy
594,284
+24,408
+4% +$1.18M 7.57% 3
2026
Q1 		$27.6M Buy
569,876
+17,826
+3% +$868K 7.8% 3
2025
Q4 		$26.9M Buy
552,050
+2,042
+0.4% +$100K 8.1% 3
2025
Q3 		$26.9M Buy
550,008
+40,216
+8% +$1.96M 8.05% 3
2025
Q2 		$24.8M Sell
509,792
-10,403
-2% -$502K 7.86% 3
2025
Q1 		$25.2M Buy
520,195
+1,539
+0.3% +$73.9K 8.52% 3
2024
Q4 		$24.8M Buy
518,656
+14,359
+3% +$689K 8.48% 2
2024
Q3 		$24.5M Buy
504,297
+22,487
+5% +$1.08M 8.25% 3
2024
Q2 		$22.8M Sell
481,810
-579
-0.1% -$27.3K 8.21% 3
2024
Q1 		$22.9M Buy
482,389
+4,284
+0.9% +$203K 7.91% 3
2023
Q4 		$22.7M Sell
478,105
-27,892
-6% -$1.3M 8.6% 3
2023
Q3 		$23.5M Buy
505,997
+32,648
+7% +$1.52M 9.62% 2
2023
Q2 		$22.1M Sell
473,349
-762
-0.2% -$35.8K 9.2% 2
2023
Q1 		$22.4M Buy
474,111
+29,080
+7% +$1.36M 9.46% 2
2022
Q4 		$20.7M Sell
445,031
-11,215
-2% -$519K 9.52% 2
2022
Q3 		$21M Sell
456,246
-5,244
-1% -$247K 10.6% 2
2022
Q2 		$21.9M Sell
461,490
-467
-0.1% -$22.3K 10.39% 2
2022
Q1 		$22.4M Buy
461,957
+8,471
+2% +$418K 8.89% 3
2021
Q4 		$22.9M Buy
453,486
+42,838
+10% +$2.17M 8.65% 2
2021
Q3 		$21M Buy
410,648
+53,386
+15% +$2.74M 8.43% 3
2021
Q2 		$18.3M Buy
357,262
+28,340
+9% +$1.45M 7.49% 3
2021
Q1 		$16.9M Buy
328,922
+16,167
+5% +$832K 7.33% 3
2020
Q4 		$16.2M Buy
312,755
+26,193
+9% +$1.35M 7.42% 3
2020
Q3 		$14.7M Buy
286,562
+1
+0% +$52 7.93% 3
2020
Q2 		$14.7M Sell
286,561
-3,787
-1% -$193K 7.93% 3
2020
Q1 		$14.7M Buy
290,348
+10,555
+4% +$533K 9.02% 2
2019
Q4 		$14.1M Buy
279,793
+11,797
+4% +$594K 7.25% 3
2019
Q3 		$13.5M Buy
267,996
+13,065
+5% +$659K 7.46% 3
2019
Q2 		$12.9M Buy
+254,931
New +$12.7M 7.06% 3

Other funds holding ISTB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Fiduciary Advisors Inc
Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM

Courage Miller Partners's ISTB Position: Q3 2026 in Review

Courage Miller Partners increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.2% in Q3 2026, buying an estimated $620K and bringing the position to 607,233 shares worth $28.7M. The position accounts for 7.57% of the portfolio, ranked #3.

Courage Miller Partners first reported a position in ISTB in Q2 2019 and has held it in 30 quarters since. 88 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Courage Miller Partners held 607,233 shares of iShares Core 1-5 Year USD Bond ETF worth $28.7M as of Q3 2026.
  • Courage Miller Partners bought 12,949 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $620K.
  • iShares Core 1-5 Year USD Bond ETF made up 7.57% of Courage Miller Partners's portfolio in Q3 2026, its #3 holding.
  • Courage Miller Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and has held it in 30 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.