First Heartland Consultants’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

First Heartland Consultants’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	$204K	Buy	4,232 +4	+0.1%	+$193	0.01%	571
2026 Q1	$205K	Sell	4,228 -115	-3%	-$5.6K	0.02%	506
2025 Q4	$212K	Sell	4,343 -55	-1%	-$2.68K	0.02%	500
2025 Q3	$215K	Buy	+4,398	New	+$214K	0.02%	492
2021 Q4	–	Sell	-4,714	Closed	-$241K	–	394
2021 Q3	$241K	Sell	4,714 -2,771	-37%	-$142K	0.04%	330
2021 Q2	$384K	Sell	7,485 -3,950	-35%	-$203K	0.06%	255
2021 Q1	$587K	Buy	11,435 +30	+0.3%	+$1.54K	0.09%	178
2020 Q4	$589K	Buy	11,405 +38	+0.3%	+$1.96K	0.1%	151
2020 Q3	$586K	Sell	11,367 -165	-1%	-$8.51K	0.11%	136
2020 Q2	$594K	Sell	11,532 -448	-4%	-$22.9K	0.12%	138
2020 Q1	$605K	Buy	11,980 +9	+0.1%	+$454	0.16%	119
2019 Q4	$603K	Buy	11,971 +7,924	+196%	+$399K	0.12%	160
2019 Q3	$204K	Buy	4,047 +15	+0.4%	+$756	0.04%	277
2019 Q2	$203K	Buy	+4,032	New	+$201K	0.05%	274

Other funds holding ISTB

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

First Heartland Consultants's ISTB Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.09% in Q2 2026, buying an estimated $193 and bringing the position to 4,232 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #571.

First Heartland Consultants first reported a position in ISTB in Q2 2019 and has held it in 14 quarters since. The position peaked at $605K in Q1 2020. 123 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

First Heartland Consultants held 4,232 shares of iShares Core 1-5 Year USD Bond ETF worth $204K as of Q2 2026.
First Heartland Consultants bought 4 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $193.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #571 holding.
First Heartland Consultants first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and has held it in 14 quarters since.
First Heartland Consultants's iShares Core 1-5 Year USD Bond ETF position peaked at $605K in Q1 2020.
123 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.