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DAGCO Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

DAGCO Inc’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 		– Sell
-3,700
Closed -$179K – 224
2026
Q1 		$179K Buy
3,700
+1,710
+86% +$83.3K 0.04% 109
2025
Q4 		$97K Buy
+1,990
New +$97.1K 0.02% 143
2022
Q3 		– Sell
-202,132
Closed -$9.58M – 91
2022
Q2 		$9.58M Sell
202,132
-5,338
-3% -$255K 4.94% 3
2022
Q1 		$9.93M Buy
207,470
+15,377
+8% +$760K 4.51% 4
2021
Q4 		$9.69M Buy
192,093
+53,149
+38% +$2.69M 3.81% 3
2021
Q3 		$7.1M Buy
138,944
+61,578
+80% +$3.16M 3.04% 8
2021
Q2 		$3.97M Buy
77,366
+54,755
+242% +$2.81M 1.76% 18
2021
Q1 		$1.16M Buy
+22,611
New +$1.16M 0.58% 54

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

DAGCO Inc's ISTB Position: Q2 2026 in Review

DAGCO Inc sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 3,700 shares — an estimated $179K sold.

DAGCO Inc first reported a position in ISTB in Q1 2021 and held it in 8 quarters. The position peaked at $9.93M in Q1 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • DAGCO Inc reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 3,700 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $179K.
  • DAGCO Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and held it in 8 quarters.
  • DAGCO Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $9.93M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.