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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

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 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. 123 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.
  • 123 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.