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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
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

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Financial Solutions Advisory Group's ISTB Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5% in Q2 2026, selling an estimated $2.87M and leaving 1,124,285 shares worth $54M. The position accounts for 6.83% of the portfolio, ranked #4.

Financial Solutions Advisory Group first reported a position in ISTB in Q1 2026 and has held it in 2 quarters since. The position peaked at $57.4M in Q1 2026. 103 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Financial Solutions Advisory Group held 1,124,285 shares of iShares Core 1-5 Year USD Bond ETF worth $54M as of Q2 2026.
  • Financial Solutions Advisory Group sold 59,482 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $2.87M.
  • iShares Core 1-5 Year USD Bond ETF made up 6.83% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #4 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 2 quarters since.
  • Financial Solutions Advisory Group's iShares Core 1-5 Year USD Bond ETF position peaked at $57.4M in Q1 2026.
  • 103 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.