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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
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

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

KFA Private Wealth Group's ISTB Position: Q2 2026 in Review

KFA Private Wealth Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 19% in Q2 2026, buying an estimated $1.48M and bringing the position to 191,066 shares worth $9.22M. The position accounts for 2.22% of the portfolio, ranked #11.

KFA Private Wealth Group first reported a position in ISTB in Q1 2024 and has held it in 10 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • KFA Private Wealth Group held 191,066 shares of iShares Core 1-5 Year USD Bond ETF worth $9.22M as of Q2 2026.
  • KFA Private Wealth Group bought 30,608 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.48M.
  • iShares Core 1-5 Year USD Bond ETF made up 2.22% of KFA Private Wealth Group's portfolio in Q2 2026, its #11 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 10 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.