KFA Private Wealth Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

KFA Private Wealth Group’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 Q3	$10.2M	Buy	214,882 +23,816	+12%	+$1.14M	2.39%	10
2026 Q2	$9.22M	Buy	191,066 +30,608	+19%	+$1.48M	2.22%	11
2026 Q1	$7.78M	Buy	160,458 +1,081	+0.7%	+$52.7K	1.87%	15
2025 Q4	$7.77M	Buy	159,377 +23,962	+18%	+$1.17M	1.89%	15
2025 Q3	$6.61M	Sell	135,415 -13,518	-9%	-$658K	1.89%	15
2025 Q2	$7.25M	Buy	148,933 +8,460	+6%	+$408K	2.25%	14
2025 Q1	$6.79M	Buy	140,473 +3,818	+3%	+$183K	2.38%	12
2024 Q4	$6.53M	Buy	136,655 +22,838	+20%	+$1.1M	2.73%	10
2024 Q3	$5.54M	Buy	113,817 +63,130	+125%	+$3.04M	2.64%	10
2024 Q2	$2.4M	Buy	50,687 +41,293	+440%	+$1.95M	1.24%	20
2024 Q1	$446K	Buy	+9,394	New	+$445K	0.14%	67

Other funds holding ISTB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FAI

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

KFA Private Wealth Group's ISTB Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 12% in Q3 2026, buying an estimated $1.14M and bringing the position to 214,882 shares worth $10.2M. The position accounts for 2.39% of the portfolio, ranked #10.

KFA Private Wealth Group first reported a position in ISTB in Q1 2024 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

KFA Private Wealth Group held 214,882 shares of iShares Core 1-5 Year USD Bond ETF worth $10.2M as of Q3 2026.
KFA Private Wealth Group bought 23,816 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $1.14M.
iShares Core 1-5 Year USD Bond ETF made up 2.39% of KFA Private Wealth Group's portfolio in Q3 2026, its #10 holding.
KFA Private Wealth Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 11 quarters since.
63 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.