FC Advisory’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

FC Advisory’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	$1.62M	Buy	34,307 +3,704	+12%	+$177K	0.42%	37
2026 Q2	$1.48M	Buy	30,603 +156	+0.5%	+$7.53K	0.39%	42
2026 Q1	$1.48M	Buy	30,447 +100	+0.3%	+$4.87K	0.43%	40
2025 Q4	$1.48M	Sell	30,347 -2,908	-9%	-$142K	0.43%	41
2025 Q3	$1.62M	Buy	33,255 +477	+1%	+$23.2K	0.48%	38
2025 Q2	$1.59M	Buy	32,778 +473	+1%	+$22.8K	0.49%	36
2025 Q1	$1.56M	Buy	32,305 +1,019	+3%	+$48.9K	0.53%	35
2024 Q4	$1.49M	Buy	31,286 +244	+0.8%	+$11.7K	0.5%	36
2024 Q3	$1.51M	Buy	31,042 +2,213	+8%	+$107K	0.51%	35
2024 Q2	$1.37M	Buy	28,829 +163	+0.6%	+$7.69K	0.5%	36
2024 Q1	$1.36M	Buy	28,666 +480	+2%	+$22.8K	0.5%	35
2023 Q4	$1.34M	Buy	28,186 +4,737	+20%	+$221K	0.52%	35
2023 Q3	$1.09M	Buy	23,449 +2,187	+10%	+$102K	0.46%	37
2023 Q2	$992K	Buy	21,262 +117	+0.6%	+$5.5K	0.41%	38
2023 Q1	$997K	Buy	21,145 +149	+0.7%	+$6.98K	0.44%	37
2022 Q4	$975K	Buy	20,996 +1,395	+7%	+$64.5K	0.46%	36
2022 Q3	$904K	Buy	19,601 +9,955	+103%	+$470K	0.46%	37
2022 Q2	$457K	Buy	+9,646	New	+$460K	0.22%	54

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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 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

FC Advisory's ISTB Position: Q3 2026 in Review

FC Advisory increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 12% in Q3 2026, buying an estimated $177K and bringing the position to 34,307 shares worth $1.62M. The position accounts for 0.42% of the portfolio, ranked #37.

FC Advisory first reported a position in ISTB in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2025. 63 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

FC Advisory held 34,307 shares of iShares Core 1-5 Year USD Bond ETF worth $1.62M as of Q3 2026.
FC Advisory bought 3,704 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $177K.
iShares Core 1-5 Year USD Bond ETF made up 0.42% of FC Advisory's portfolio in Q3 2026, its #37 holding.
FC Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 18 quarters since.
FC Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $1.62M in Q3 2025.
63 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.