KLI
ISTB icon

Kelman-Lazarov Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kelman-Lazarov Inc’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
Q1 		$343K Buy
7,069
+49
+0.7% +$2.39K 0.05% 109
2025
Q4 		$342K Buy
7,020
+97
+1% +$4.73K 0.05% 107
2025
Q3 		$338K Buy
6,923
+72
+1% +$3.5K 0.05% 108
2025
Q2 		$333K Buy
6,851
+70
+1% +$3.38K 0.05% 96
2025
Q1 		$328K Buy
6,781
+45
+0.7% +$2.16K 0.06% 88
2024
Q4 		$322K Hold
6,736
– – 0.06% 86
2024
Q3 		$328K Hold
6,736
– – 0.06% 85
2024
Q2 		$319K Hold
6,736
– – 0.06% 86
2024
Q1 		$320K Hold
6,736
– – 0.06% 84
2023
Q4 		$320K Hold
6,736
– – 0.07% 84
2023
Q3 		$312K Sell
6,736
-3,204
-32% -$149K 0.07% 80
2023
Q2 		$464K Hold
9,940
– – 0.11% 67
2023
Q1 		$469K Buy
+9,940
New +$465K 0.12% 62

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return