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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

FC Advisory's ISTB Position: Q2 2026 in Review

FC Advisory increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.51% in Q2 2026, buying an estimated $7.53K and bringing the position to 30,603 shares worth $1.48M. The position accounts for 0.39% of the portfolio, ranked #42.

FC Advisory first reported a position in ISTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.62M in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

FC Advisory held 30,603 shares of iShares Core 1-5 Year USD Bond ETF worth $1.48M as of Q2 2026.
FC Advisory bought 156 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $7.53K.
iShares Core 1-5 Year USD Bond ETF made up 0.39% of FC Advisory's portfolio in Q2 2026, its #42 holding.
FC Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
FC Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $1.62M in Q3 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.