FPC Investment Advisory’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

FPC Investment Advisory’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	$33.1M	Buy	688,511 +35,028	+5%	+$1.69M	15.63%	2
2026 Q1	$31.7M	Buy	653,483 +48,206	+8%	+$2.35M	15.82%	2
2025 Q4	$29.5M	Buy	605,277 +41,546	+7%	+$2.03M	16.17%	1
2025 Q3	$27.5M	Buy	563,731 +18,457	+3%	+$898K	16.52%	1
2025 Q2	$26.5M	Buy	545,274 +39,835	+8%	+$1.92M	16.55%	1
2025 Q1	$24.4M	Buy	505,439 +46,535	+10%	+$2.23M	16.72%	1
2024 Q4	$22M	Buy	458,904 +17,975	+4%	+$863K	16.12%	1
2024 Q3	$21.2M	Buy	440,929 +266,509	+153%	+$12.8M	18.02%	2
2024 Q2	$8.33M	Buy	174,420 +4,828	+3%	+$228K	7.5%	6
2024 Q1	$7.96M	Buy	+169,592	New	+$8.04M	7.85%	5

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

FPC Investment Advisory's ISTB Position: Q2 2026 in Review

FPC Investment Advisory increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.4% in Q2 2026, buying an estimated $1.69M and bringing the position to 688,511 shares worth $33.1M. The position accounts for 15.63% of the portfolio, ranked #2.

FPC Investment Advisory first reported a position in ISTB in Q1 2024 and has held it in 10 quarters since. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

FPC Investment Advisory held 688,511 shares of iShares Core 1-5 Year USD Bond ETF worth $33.1M as of Q2 2026.
FPC Investment Advisory bought 35,028 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.69M.
iShares Core 1-5 Year USD Bond ETF made up 15.63% of FPC Investment Advisory's portfolio in Q2 2026, its #2 holding.
FPC Investment Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on FPC Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.