Glass Jacobson Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Glass Jacobson Investment Advisors’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	$26K	Hold	540	–	–	0.01%	396
2026 Q1	$26.2K	Hold	540	–	–	0.01%	386
2025 Q4	$26.3K	Hold	540	–	–	0.01%	378
2025 Q3	$26.4K	Hold	540	–	–	0.01%	369
2025 Q2	$26.3K	Buy	540 +68	+14%	+$3.28K	0.01%	357
2025 Q1	$22.5K	Hold	472	–	–	0.01%	489
2024 Q4	$22.5K	Hold	472	–	–	0.01%	489
2024 Q3	$23K	Hold	472	–	–	0.01%	474
2024 Q2	$22.4K	Hold	472	–	–	0.01%	463
2024 Q1	$22.4K	Hold	472	–	–	0.01%	465
2023 Q4	$22.4K	Sell	472 -812	-63%	-$37.9K	0.01%	432
2023 Q3	$59.6K	Buy	1,284 +6	+0.5%	+$279	0.03%	309
2023 Q2	$59.6K	Buy	+1,278	New	+$60.1K	0.03%	314
2022 Q4	$55K	Buy	+1,185	New	+$54.8K	0.03%	333

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

Glass Jacobson Investment Advisors's ISTB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 540 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #396.

Glass Jacobson Investment Advisors first reported a position in ISTB in Q4 2022 and has held it in 14 quarters since. The position peaked at $59.6K in Q2 2023. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Glass Jacobson Investment Advisors held 540 shares of iShares Core 1-5 Year USD Bond ETF worth $26K as of Q2 2026.
Glass Jacobson Investment Advisors left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #396 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $59.6K in Q2 2023.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.