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

Investment Advisory 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 		$4.04M Buy
83,817
+315
+0.4% +$15.2K 0.88% 32
2026
Q1 		$4.05M Buy
83,502
+11,115
+15% +$541K 1.03% 26
2025
Q4 		$3.53M Buy
72,387
+14,523
+25% +$709K 0.91% 29
2025
Q3 		$2.83M Buy
57,864
+6,262
+12% +$305K 0.77% 34
2025
Q2 		$2.51M Buy
51,602
+1,316
+3% +$63.5K 0.76% 35
2025
Q1 		$2.43M Buy
50,286
+1,110
+2% +$53.3K 0.81% 34
2024
Q4 		$2.35M Buy
49,176
+1,974
+4% +$94.7K 0.79% 35
2024
Q3 		$2.3M Buy
47,202
+819
+2% +$39.4K 0.8% 30
2024
Q2 		$2.2M Buy
46,383
+60
+0.1% +$2.83K 0.85% 28
2024
Q1 		$2.2M Buy
46,323
+773
+2% +$36.6K 0.91% 25
2023
Q4 		$2.17M Sell
45,550
-783
-2% -$36.6K 1% 24
2023
Q3 		$2.15M Buy
46,333
+11
+0% +$512 1.12% 21
2023
Q2 		$2.16M Buy
46,322
+19
+0% +$893 1.11% 22
2023
Q1 		$2.18M Buy
46,303
+1,096
+2% +$51.3K 1.26% 20
2022
Q4 		$2.1M Buy
45,207
+836
+2% +$38.7K 1.29% 21
2022
Q3 		$2.04M Buy
44,371
+1,957
+5% +$92.3K 1.42% 20
2022
Q2 		$2.01M Buy
42,414
+206
+0.5% +$9.83K 1.37% 21
2022
Q1 		$2.05M Buy
42,208
+2
+0% +$99 1.24% 23
2021
Q4 		$2.08M Buy
+42,206
New +$2.14M 1.33% 21

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

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

Investment Advisory Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.38% in Q2 2026, buying an estimated $15.2K and bringing the position to 83,817 shares worth $4.04M. The position accounts for 0.88% of the portfolio, ranked #32.

Investment Advisory Group first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.05M in Q1 2026. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Investment Advisory Group held 83,817 shares of iShares Core 1-5 Year USD Bond ETF worth $4.04M as of Q2 2026.
  • Investment Advisory Group bought 315 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $15.2K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.88% of Investment Advisory Group's portfolio in Q2 2026, its #32 holding.
  • Investment Advisory Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares Core 1-5 Year USD Bond ETF position peaked at $4.05M in Q1 2026.
  • 397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.