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

Fiduciary Group’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 		$2.94M Sell
60,998
-5,002
-8% -$242K 0.23% 91
2026
Q1 		$3.2M Sell
66,000
-9,002
-12% -$439K 0.27% 81
2025
Q4 		$3.66M Sell
75,002
-1,729
-2% -$84.4K 0.31% 77
2025
Q3 		$3.75M Sell
76,731
-1,646
-2% -$80.1K 0.33% 77
2025
Q2 		$3.81M Sell
78,377
-3,885
-5% -$187K 0.36% 72
2025
Q1 		$3.98M Sell
82,262
-3,711
-4% -$178K 0.4% 64
2024
Q4 		$4.11M Sell
85,973
-9,955
-10% -$478K 0.41% 64
2024
Q3 		$4.67M Sell
95,928
-39,989
-29% -$1.92M 0.47% 57
2024
Q2 		$6.44M Sell
135,917
-28,476
-17% -$1.34M 0.69% 39
2024
Q1 		$7.8M Buy
164,393
+2,056
+1% +$97.5K 0.85% 32
2023
Q4 		$7.72M Sell
162,337
-16,225
-9% -$758K 0.9% 30
2023
Q3 		$8.28M Buy
178,562
+12,002
+7% +$559K 1.06% 26
2023
Q2 		$7.77M Buy
166,560
+2,554
+2% +$120K 0.95% 33
2023
Q1 		$7.73M Sell
164,006
-14,368
-8% -$673K 1.01% 32
2022
Q4 		$8.28M Sell
178,374
-76,796
-30% -$3.55M 1.1% 28
2022
Q3 		$11.8M Sell
255,170
-8,073
-3% -$381K 1.53% 17
2022
Q2 		$12.5M Sell
263,243
-102,325
-28% -$4.88M 1.56% 16
2022
Q1 		$17.5M Sell
365,568
-28,302
-7% -$1.4M 2.31% 9
2021
Q4 		$19.9M Buy
393,870
+7,833
+2% +$397K 2.21% 9
2021
Q3 		$19.6M Buy
386,037
+39,606
+11% +$2.03M 2.22% 10
2021
Q2 		$17.8M Buy
346,431
+30,674
+10% +$1.57M 2.06% 10
2021
Q1 		$16.2M Buy
315,757
+37,627
+14% +$1.94M 1.97% 11
2020
Q4 		$14.4M Buy
278,130
+127,345
+84% +$6.56M 1.9% 12
2020
Q3 		$7.77M Buy
150,785
+118,220
+363% +$6.1M 1.17% 26
2020
Q2 		$1.68M Buy
+32,565
New +$1.66M 0.28% 71

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

Fiduciary Group's ISTB Position: Q2 2026 in Review

Fiduciary Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.6% in Q2 2026, selling an estimated $242K and leaving 60,998 shares worth $2.94M. The position accounts for 0.23% of the portfolio, ranked #91.

Fiduciary Group first reported a position in ISTB in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.9M in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Fiduciary Group held 60,998 shares of iShares Core 1-5 Year USD Bond ETF worth $2.94M as of Q2 2026.
  • Fiduciary Group sold 5,002 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $242K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.23% of Fiduciary Group's portfolio in Q2 2026, its #91 holding.
  • Fiduciary Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Fiduciary Group's iShares Core 1-5 Year USD Bond ETF position peaked at $19.9M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.