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Kestra Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kestra Advisory Services’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 		$5.54M Sell
114,838
-3,460
-3% -$167K 0.02% 794
2026
Q1 		$5.73M Buy
118,298
+11,284
+11% +$550K 0.02% 724
2025
Q4 		$5.22M Buy
107,014
+31,237
+41% +$1.52M 0.02% 709
2025
Q3 		$3.7M Buy
75,777
+11,925
+19% +$580K 0.02% 835
2025
Q2 		$3.11M Buy
63,852
+9,180
+17% +$443K 0.02% 851
2025
Q1 		$2.64M Buy
54,672
+1,527
+3% +$73.3K 0.01% 867
2024
Q4 		$2.54M Sell
53,145
-87
-0.2% -$4.18K 0.01% 882
2024
Q3 		$2.59M Sell
53,232
-898
-2% -$43.2K 0.01% 834
2024
Q2 		$2.56M Sell
54,130
-24,853
-31% -$1.17M 0.01% 840
2024
Q1 		$3.75M Buy
78,983
+2,099
+3% +$99.5K 0.03% 623
2023
Q4 		$3.66M Sell
76,884
-2,801
-4% -$131K 0.03% 562
2023
Q3 		$3.7M Sell
79,685
-3,177
-4% -$148K 0.04% 478
2023
Q2 		$3.86M Buy
82,862
+17,808
+27% +$837K 0.04% 450
2023
Q1 		$3.07M Sell
65,054
-3,979
-6% -$186K 0.03% 501
2022
Q4 		$3.21M Buy
69,033
+11,536
+20% +$534K 0.03% 568
2022
Q3 		$2.65M Buy
57,497
+1,065
+2% +$50.3K 0.03% 569
2022
Q2 		$2.67M Sell
56,432
-9,810
-15% -$468K 0.03% 565
2022
Q1 		$3.21M Buy
66,242
+16,698
+34% +$825K 0.03% 513
2021
Q4 		$2.5M Sell
49,544
-10,280
-17% -$521K 0.03% 610
2021
Q3 		$3.06M Buy
59,824
+4,495
+8% +$230K 0.03% 554
2021
Q2 		$2.84M Buy
55,329
+687
+1% +$35.3K 0.03% 528
2021
Q1 		$2.8M Sell
54,642
-3,451
-6% -$178K 0.04% 493
2020
Q4 		$3M Buy
58,093
+13,097
+29% +$675K 0.03% 463
2020
Q3 		$2.3M Buy
+44,996
New +$2.32M 0.04% 396

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

Kestra Advisory Services's ISTB Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.9% in Q2 2026, selling an estimated $167K and leaving 114,838 shares worth $5.54M. The position accounts for 0.02% of the portfolio, ranked #794.

Kestra Advisory Services first reported a position in ISTB in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.73M in Q1 2026. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Kestra Advisory Services held 114,838 shares of iShares Core 1-5 Year USD Bond ETF worth $5.54M as of Q2 2026.
  • Kestra Advisory Services sold 3,460 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $167K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #794 holding.
  • Kestra Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $5.73M in Q1 2026.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.