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Joseph Group Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Joseph Group Capital 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
Q2 		$1.41M Sell
29,253
-3,801
-11% -$184K 0.3% 51
2026
Q1 		$1.6M Buy
33,054
+4,459
+16% +$217K 0.4% 46
2025
Q4 		$1.39M Sell
28,595
-8,885
-24% -$434K 0.37% 47
2025
Q3 		$1.83M Sell
37,480
-5,752
-13% -$280K 0.52% 45
2025
Q2 		$2.1M Sell
43,232
-6,144
-12% -$297K 0.71% 40
2025
Q1 		$2.39M Sell
49,376
-942
-2% -$45.2K 0.91% 38
2024
Q4 		$2.4M Buy
50,318
+7,278
+17% +$349K 0.95% 38
2024
Q3 		$2.1M Sell
43,040
-310
-0.7% -$14.9K 0.8% 39
2024
Q2 		$2.05M Sell
43,350
-89
-0.2% -$4.2K 1.07% 31
2024
Q1 		$2.06M Buy
43,439
+7,990
+23% +$379K 1.03% 27
2023
Q4 		$1.69M Buy
35,449
+713
+2% +$33.3K 0.98% 26
2023
Q3 		$1.61M Buy
34,736
+6,284
+22% +$292K 1.16% 24
2023
Q2 		$1.33M Buy
28,452
+2,531
+10% +$119K 1.12% 25
2023
Q1 		$1.22M Buy
25,921
+2,207
+9% +$103K 1.07% 27
2022
Q4 		$1.1M Sell
23,714
-2,269
-9% -$105K 1.05% 30
2022
Q3 		$1.2M Buy
25,983
+2,636
+11% +$124K 1.31% 27
2022
Q2 		$1.11M Buy
23,347
+1,185
+5% +$56.6K 1.11% 29
2022
Q1 		$1.07M Buy
22,162
+1,083
+5% +$53.5K 1.08% 32
2021
Q4 		$1.06M Buy
+21,079
New +$1.07M 1.02% 32

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

Joseph Group Capital Management's ISTB Position: Q2 2026 in Review

Joseph Group Capital Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q2 2026, selling an estimated $184K and leaving 29,253 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #51.

Joseph Group Capital Management first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.4M in Q4 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Joseph Group Capital Management held 29,253 shares of iShares Core 1-5 Year USD Bond ETF worth $1.41M as of Q2 2026.
  • Joseph Group Capital Management sold 3,801 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.3% of Joseph Group Capital Management's portfolio in Q2 2026, its #51 holding.
  • Joseph Group Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Joseph Group Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2.4M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.