JGP Wealth Management
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JGP Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

JGP Wealth Management’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 		$7.24M Buy
153,148
+3,083
+2% +$148K 0.64% 37
2026
Q2 		$7.24M Buy
150,065
+2,887
+2% +$139K 0.65% 33
2026
Q1 		$7.13M Buy
147,178
+4,273
+3% +$208K 0.74% 35
2025
Q4 		$6.97M Buy
142,905
+11,738
+9% +$573K 0.73% 39
2025
Q3 		$6.4M Sell
131,167
-3,435
-3% -$167K 0.71% 41
2025
Q2 		$6.55M Buy
134,602
+3,587
+3% +$173K 0.79% 36
2025
Q1 		$6.33M Buy
131,015
+10,409
+9% +$500K 0.83% 40
2024
Q4 		$5.76M Buy
120,606
+6,630
+6% +$318K 0.74% 40
2024
Q3 		$5.55M Buy
113,976
+2,343
+2% +$113K 0.71% 43
2024
Q2 		$5.29M Buy
111,633
+6,147
+6% +$290K 0.75% 43
2024
Q1 		$5M Buy
105,486
+17,023
+19% +$807K 0.73% 45
2023
Q4 		$4.21M Buy
88,463
+29,137
+49% +$1.36M 0.62% 41
2023
Q3 		$2.75M Buy
59,326
+3,054
+5% +$142K 0.46% 49
2023
Q2 		$2.62M Buy
56,272
+2,753
+5% +$129K 0.43% 51
2023
Q1 		$2.52M Sell
53,519
-1,313
-2% -$61.5K 0.44% 51
2022
Q4 		$2.55M Sell
54,832
-589
-1% -$27.3K 0.47% 51
2022
Q3 		$2.55M Buy
55,421
+1,463
+3% +$69K 0.54% 48
2022
Q2 		$2.56M Buy
53,958
+389
+0.7% +$18.6K 0.52% 50
2022
Q1 		$2.57M Buy
53,569
+4,150
+8% +$205K 0.47% 52
2021
Q4 		$2.48M Buy
49,419
+9,750
+25% +$494K 0.46% 51
2021
Q3 		$2.03M Buy
39,669
+3,904
+11% +$200K 0.44% 53
2021
Q2 		$1.83M Buy
35,765
+5,549
+18% +$285K 0.39% 52
2021
Q1 		$1.55M Buy
30,216
+5,027
+20% +$259K 0.35% 55
2020
Q4 		$1.3M Buy
25,189
+2,985
+13% +$154K 0.3% 59
2020
Q3 		$1.14M Buy
22,204
+1,079
+5% +$55.6K 0.3% 61
2020
Q2 		$1.09M Buy
21,125
+507
+2% +$25.9K 0.32% 60
2020
Q1 		$1.05M Buy
20,618
+3,675
+22% +$185K 0.37% 63
2019
Q4 		$855K Buy
16,943
+625
+4% +$31.5K 0.25% 79
2019
Q3 		$824K Buy
16,318
+2,813
+21% +$142K 0.29% 78
2019
Q2 		$681K Buy
13,505
+4,984
+58% +$249K 0.24% 84
2019
Q1 		$425K Buy
8,521
+2,903
+52% +$143K 0.16% 90
2018
Q4 		$276K Buy
+5,618
New +$274K 0.11% 100

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

JGP Wealth Management's ISTB Position: Q3 2026 in Review

JGP Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.1% in Q3 2026, buying an estimated $148K and bringing the position to 153,148 shares worth $7.24M. The position accounts for 0.64% of the portfolio, ranked #37.

JGP Wealth Management first reported a position in ISTB in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.24M in Q2 2026. 214 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • JGP Wealth Management held 153,148 shares of iShares Core 1-5 Year USD Bond ETF worth $7.24M as of Q3 2026.
  • JGP Wealth Management bought 3,083 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $148K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.64% of JGP Wealth Management's portfolio in Q3 2026, its #37 holding.
  • JGP Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 32 quarters since.
  • JGP Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $7.24M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.