KFO
ISTB icon

Kopp Family Office’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kopp Family Office’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 		$105K Hold
2,173
– – 0.06% 24
2026
Q1 		$105K Hold
2,173
– – 0.07% 17
2025
Q4 		$106K Hold
2,173
– – 0.07% 17
2025
Q3 		$106K Hold
2,173
– – 0.07% 22
2025
Q2 		$106K Hold
2,173
– – 0.07% 22
2025
Q1 		$105K Hold
2,173
– – 0.07% 23
2024
Q4 		$104K Buy
2,173
+158
+8% +$7.58K 0.07% 15
2024
Q3 		$98K Hold
2,015
– – 0.06% 17
2024
Q2 		$95K Hold
2,015
– – 0.06% 16
2024
Q1 		$96K Hold
2,015
– – 0.05% 16
2023
Q4 		$96K Sell
2,015
-55
-3% -$2.57K 0.06% 15
2023
Q3 		$96K Hold
2,070
– – 0.06% 14
2023
Q2 		$97K Hold
2,070
– – 0.05% 16
2023
Q1 		$98K Hold
2,070
– – 0.05% 16
2022
Q4 		$96K Sell
2,070
-158
-7% -$7.31K 0.06% 17
2022
Q3 		$103K Hold
2,228
– – 0.08% 9
2022
Q2 		$106K Hold
2,228
– – 0.07% 9
2022
Q1 		$108K Hold
2,228
– – 0.06% 9
2021
Q4 		$112K Buy
2,228
+178
+9% +$9.01K 0.05% 9
2021
Q3 		$105K Hold
2,050
– – 0.04% 10
2021
Q2 		$105K Hold
2,050
– – 0.04% 9
2021
Q1 		$105K Hold
2,050
– – 0.05% 8
2020
Q4 		$106K Hold
2,050
– – 0.04% 7
2020
Q3 		$106K Buy
+2,050
New +$106K 0.06% 6

Other funds holding ISTB

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 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

Kopp Family Office's ISTB Position: Q2 2026 in Review

Kopp Family Office held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 2,173 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #24.

Kopp Family Office first reported a position in ISTB in Q3 2020 and has held it in 24 quarters since. The position peaked at $112K in Q4 2021. 173 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Kopp Family Office held 2,173 shares of iShares Core 1-5 Year USD Bond ETF worth $105K as of Q2 2026.
  • Kopp Family Office left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.06% of Kopp Family Office's portfolio in Q2 2026, its #24 holding.
  • Kopp Family Office first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kopp Family Office's iShares Core 1-5 Year USD Bond ETF position peaked at $112K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.