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Keystone Financial Group (Georgia)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Keystone Financial Group (Georgia)’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 		$1.1M Sell
22,874
-280
-1% -$13.5K 0.58% 25
2026
Q1 		$1.12M Buy
23,154
+952
+4% +$46.4K 0.58% 26
2025
Q4 		$1.08M Hold
22,202
– – 0.57% 28
2025
Q3 		$1.08M Sell
22,202
-22,537
-50% -$1.1M 0.61% 28
2025
Q2 		$2.17M Buy
44,739
+4,491
+11% +$217K 1.38% 19
2025
Q1 		$1.94M Buy
40,248
+33,898
+534% +$1.63M 1.37% 20
2024
Q4 		$303K Buy
+6,350
New +$305K 0.25% 53

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

Keystone Financial Group (Georgia)'s ISTB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.2% in Q2 2026, selling an estimated $13.5K and leaving 22,874 shares worth $1.1M. The position accounts for 0.58% of the portfolio, ranked #25.

Keystone Financial Group (Georgia) first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q2 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Keystone Financial Group (Georgia) held 22,874 shares of iShares Core 1-5 Year USD Bond ETF worth $1.1M as of Q2 2026.
  • Keystone Financial Group (Georgia) sold 280 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.58% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #25 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s iShares Core 1-5 Year USD Bond ETF position peaked at $2.17M in Q2 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.