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 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%	+$6.97K	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

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

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

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return