GFG
ISTB icon

Goldstone Financial Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Goldstone Financial 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 		$1.79M Sell
37,158
-800
-2% -$38.6K 0.16% 93
2026
Q1 		$1.84M Sell
37,958
-445
-1% -$21.7K 0.2% 81
2025
Q4 		$1.87M Buy
38,403
+321
+0.8% +$15.7K 0.21% 76
2025
Q3 		$1.86M Sell
38,082
-5,463
-13% -$266K 0.22% 72
2025
Q2 		$2.11M Sell
43,545
-17,749
-29% -$857K 0.28% 62
2025
Q1 		$2.96M Buy
61,294
+2,343
+4% +$112K 0.45% 52
2024
Q4 		$2.82M Buy
58,951
+2,916
+5% +$140K 0.44% 52
2024
Q3 		$2.73M Sell
56,035
-14,511
-21% -$698K 0.47% 47
2024
Q2 		$3.34M Buy
70,546
+6,505
+10% +$307K 0.67% 37
2024
Q1 		$3.04M Sell
64,041
-279
-0.4% -$13.2K 0.7% 36
2023
Q4 		$3.06M Sell
64,320
-11,930
-16% -$557K 0.79% 33
2023
Q3 		$3.54M Buy
76,250
+680
+0.9% +$31.6K 1.05% 26
2023
Q2 		$3.52M Sell
75,570
-56,575
-43% -$2.66M 1.04% 26
2023
Q1 		$6.23M Buy
+132,145
New +$6.19M 2.05% 12

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Goldstone Financial Group's ISTB Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.1% in Q2 2026, selling an estimated $38.6K and leaving 37,158 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #93.

Goldstone Financial Group first reported a position in ISTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.23M in Q1 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Goldstone Financial Group held 37,158 shares of iShares Core 1-5 Year USD Bond ETF worth $1.79M as of Q2 2026.
  • Goldstone Financial Group sold 800 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $38.6K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.16% of Goldstone Financial Group's portfolio in Q2 2026, its #93 holding.
  • Goldstone Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $6.23M in Q1 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.