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

Fiduciary Advisors 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 Q1	$12.3M	Buy	253,484 +25,853	+11%	+$1.26M	9.23%	2
2025 Q4	$11.1M	Buy	227,631 +29,088	+15%	+$1.42M	8.44%	2
2025 Q3	$9.7M	Buy	198,543 +13,270	+7%	+$645K	7.83%	3
2025 Q2	$9.01M	Buy	185,273 +10,553	+6%	+$509K	7.93%	3
2025 Q1	$8.45M	Buy	174,720 +9,079	+5%	+$436K	8.34%	3
2024 Q4	$7.91M	Buy	+165,641	New	+$7.95M	7.96%	3

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Fiduciary Advisors Inc's ISTB Position: Q1 2026 in Review

Fiduciary Advisors Inc increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q1 2026, buying an estimated $1.26M and bringing the position to 253,484 shares worth $12.3M. The position accounts for 9.23% of the portfolio, ranked #2.

Fiduciary Advisors Inc first reported a position in ISTB in Q4 2024 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Fiduciary Advisors Inc held 253,484 shares of iShares Core 1-5 Year USD Bond ETF worth $12.3M as of Q1 2026.
Fiduciary Advisors Inc bought 25,853 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $1.26M.
iShares Core 1-5 Year USD Bond ETF made up 9.23% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #2 holding.
Fiduciary Advisors Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.