Global Financial Private Client
ISTB icon

Global Financial Private Client’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Global Financial Private Client’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 		$493K Hold
10,424
– – 0.14% 162
2026
Q2 		$503K Hold
10,424
– – 0.14% 169
2026
Q1 		$505K Hold
10,424
– – 0.17% 154
2025
Q4 		$508K Hold
10,424
– – 0.18% 144
2025
Q3 		$509K Hold
10,424
– – 0.18% 142
2025
Q2 		$507K Hold
10,424
– – 0.19% 135
2025
Q1 		$504K Hold
10,424
– – 0.19% 128
2024
Q4 		$498K Buy
10,424
+672
+7% +$32.3K 0.19% 133
2024
Q3 		$475K Hold
9,752
– – 0.19% 133
2024
Q2 		$462K Hold
9,752
– – 0.19% 129
2024
Q1 		$460K Buy
9,752
+665
+7% +$31.5K 0.2% 127
2023
Q4 		$432K Buy
9,087
+8,887
+4,444% +$415K 0.2% 124
2023
Q3 		$9.23K Hold
200
– – ﹤0.01% 449
2023
Q2 		$9.3K Hold
200
– – ﹤0.01% 449
2023
Q1 		$9.43K Hold
200
– – ﹤0.01% 454
2022
Q4 		$9.29K Sell
200
-8,175
-98% -$378K 0.01% 433
2022
Q3 		$387K Sell
8,375
-550
-6% -$26K 0.22% 103
2022
Q2 		$424K Hold
8,925
– – 0.24% 89
2022
Q1 		$430K Sell
8,925
-450
-5% -$22.2K 0.21% 105
2021
Q4 		$473K Sell
9,375
-2,000
-18% -$101K 0.23% 92
2021
Q3 		$581K Buy
11,375
+1,450
+15% +$74.3K 0.3% 86
2021
Q2 		$508K Buy
+9,925
New +$509K 0.28% 85

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Seven Springs Wealth Group
Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return

Global Financial Private Client's ISTB Position: Q3 2026 in Review

Global Financial Private Client held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 10,424 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #162.

Global Financial Private Client first reported a position in ISTB in Q2 2021 and has held it in 22 quarters since. The position peaked at $581K in Q3 2021. 269 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Global Financial Private Client held 10,424 shares of iShares Core 1-5 Year USD Bond ETF worth $493K as of Q3 2026.
  • Global Financial Private Client left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.14% of Global Financial Private Client's portfolio in Q3 2026, its #162 holding.
  • Global Financial Private Client first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • Global Financial Private Client's iShares Core 1-5 Year USD Bond ETF position peaked at $581K in Q3 2021.
  • 269 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.