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

Key Financial 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 		– Sell
-4,369
Closed -$213K – 1434
2025
Q4 		$213K Buy
4,369
+18
+0.4% +$878 0.04% 277
2025
Q3 		$212K Hold
4,351
– – 0.04% 279
2025
Q2 		$212K Hold
4,351
– – 0.04% 268
2025
Q1 		$210K Hold
4,351
– – 0.05% 259
2024
Q4 		$208K Hold
4,351
– – 0.05% 252
2024
Q3 		$212K Hold
4,351
– – 0.05% 244
2024
Q2 		$206K Buy
4,351
+318
+8% +$15K 0.05% 241
2024
Q1 		$191K Sell
4,033
-1,812
-31% -$85.9K 0.05% 234
2023
Q4 		$278K Buy
5,845
+2,596
+80% +$121K 0.08% 186
2023
Q3 		$151K Hold
3,249
– – 0.05% 236
2023
Q2 		$152K Hold
3,249
– – 0.05% 239
2023
Q1 		$153K Buy
+3,249
New +$152K 0.06% 233

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
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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Key Financial Inc's ISTB Position: Q1 2026 in Review

Key Financial Inc sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 4,369 shares — an estimated $213K sold.

Key Financial Inc first reported a position in ISTB in Q1 2023 and held it in 12 quarters. The position peaked at $278K in Q4 2023. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Key Financial Inc reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 4,369 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $213K.
  • Key Financial Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and held it in 12 quarters.
  • Key Financial Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $278K in Q4 2023.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.