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 Q2	$345K	Buy	7,145 +76	+1%	+$3.67K	0.05%	115
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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Kelman-Lazarov Inc's ISTB Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.1% in Q2 2026, buying an estimated $3.67K and bringing the position to 7,145 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #115.

Kelman-Lazarov Inc first reported a position in ISTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $469K in Q1 2023. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Kelman-Lazarov Inc held 7,145 shares of iShares Core 1-5 Year USD Bond ETF worth $345K as of Q2 2026.
Kelman-Lazarov Inc bought 76 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $3.67K.
iShares Core 1-5 Year USD Bond ETF made up 0.05% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #115 holding.
Kelman-Lazarov Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
Kelman-Lazarov Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $469K in Q1 2023.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.