Financial Solutions Advisory Group
ISTB icon

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

Financial Solutions Advisory 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
Q3 		$48.6M Sell
1,026,026
-98,259
-9% -$4.7M 6.17% 6
2026
Q2 		$54M Sell
1,124,285
-59,482
-5% -$2.87M 6.83% 4
2026
Q1 		$57.4M Buy
+1,183,767
New +$57.7M 7.93% 3

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Financial Solutions Advisory Group's ISTB Position: Q3 2026 in Review

Financial Solutions Advisory Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8.7% in Q3 2026, selling an estimated $4.7M and leaving 1,026,026 shares worth $48.6M. The position accounts for 6.17% of the portfolio, ranked #6.

Financial Solutions Advisory Group first reported a position in ISTB in Q1 2026 and has held it in 3 quarters since. The position peaked at $57.4M in Q1 2026. 231 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Financial Solutions Advisory Group held 1,026,026 shares of iShares Core 1-5 Year USD Bond ETF worth $48.6M as of Q3 2026.
  • Financial Solutions Advisory Group sold 98,259 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $4.7M.
  • iShares Core 1-5 Year USD Bond ETF made up 6.17% of Financial Solutions Advisory Group's portfolio in Q3 2026, its #6 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Financial Solutions Advisory Group's iShares Core 1-5 Year USD Bond ETF position peaked at $57.4M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.