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

IRON Financial’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 		$14.6M Sell
308,558
-21,176
-6% -$1.01M 6.06% 3
2026
Q2 		$15.9M Sell
329,734
-838
-0.3% -$40.5K 6.57% 2
2026
Q1 		$16M Sell
330,572
-4,853
-1% -$236K 7% 3
2025
Q4 		$16.4M Sell
335,425
-10,741
-3% -$524K 7.52% 2
2025
Q3 		$16.9M Buy
346,166
+125,045
+57% +$6.08M 8.1% 1
2025
Q2 		$10.8M Buy
221,121
+1,933
+0.9% +$93.3K 5.58% 4
2025
Q1 		$10.6M Buy
219,188
+2,538
+1% +$122K 5.94% 4
2024
Q4 		$10.3M Buy
216,650
+33,589
+18% +$1.61M 5.81% 5
2024
Q3 		$8.91M Buy
183,061
+12,525
+7% +$603K 4.85% 6
2024
Q2 		$8.08M Buy
170,536
+6,247
+4% +$295K 4.53% 6
2024
Q1 		$7.79M Sell
164,289
-979
-0.6% -$46.4K 4.34% 6
2023
Q4 		$7.86M Sell
165,268
-4,334
-3% -$202K 4.46% 6
2023
Q3 		$7.87M Sell
169,602
-12,130
-7% -$565K 4.57% 6
2023
Q2 		$8.48M Sell
181,732
-9,012
-5% -$423K 4.55% 7
2023
Q1 		$8.99M Buy
190,744
+163,935
+611% +$7.67M 4.94% 5
2022
Q4 		$1.25M Buy
26,809
+17,085
+176% +$791K 0.71% 30
2022
Q3 		$448K Buy
9,724
+28
+0.3% +$1.32K 0.25% 62
2022
Q2 		$460K Sell
9,696
-6,036
-38% -$288K 0.24% 59
2022
Q1 		$762K Buy
15,732
+31
+0.2% +$1.53K 0.35% 42
2021
Q4 		$792K Sell
15,701
-450
-3% -$22.8K 0.35% 39
2021
Q3 		$825K Sell
16,151
-809
-5% -$41.5K 0.4% 34
2021
Q2 		$870K Sell
16,960
-1,341
-7% -$68.8K 0.41% 35
2021
Q1 		$939K Sell
18,301
-113
-0.6% -$5.82K 0.5% 29
2020
Q4 		$951K Sell
18,414
-3,502
-16% -$180K 0.48% 25
2020
Q3 		$1.13M Sell
21,916
-7,619
-26% -$393K 0.62% 22
2020
Q2 		$1.52M Buy
29,535
+8,685
+42% +$444K 0.78% 21
2020
Q1 		$1.05M Buy
20,850
+512
+3% +$25.8K 0.66% 23
2019
Q4 		$1.02M Buy
+20,338
New +$1.02M 0.49% 28

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

IRON Financial's ISTB Position: Q3 2026 in Review

IRON Financial reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.4% in Q3 2026, selling an estimated $1.01M and leaving 308,558 shares worth $14.6M. The position accounts for 6.06% of the portfolio, ranked #3.

IRON Financial first reported a position in ISTB in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.9M in Q3 2025. 203 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • IRON Financial held 308,558 shares of iShares Core 1-5 Year USD Bond ETF worth $14.6M as of Q3 2026.
  • IRON Financial sold 21,176 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $1.01M.
  • iShares Core 1-5 Year USD Bond ETF made up 6.06% of IRON Financial's portfolio in Q3 2026, its #3 holding.
  • IRON Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • IRON Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $16.9M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.