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Koss-Olinger Consulting’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Koss-Olinger Consulting’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
Q1 		$14.9M Sell
306,997
-261,966
-46% -$12.8M 1.25% 15
2025
Q4 		$27.7M Buy
568,963
+102,794
+22% +$5.02M 2.15% 14
2025
Q3 		$22.7M Sell
466,169
-1,910
-0.4% -$92.9K 1.87% 16
2025
Q2 		$22.8M Sell
468,079
-24,267
-5% -$1.17M 1.87% 16
2025
Q1 		$23.8M Buy
492,346
+6,242
+1% +$300K 2.01% 15
2024
Q4 		$23.2M Buy
486,104
+16,696
+4% +$801K 2.04% 16
2024
Q3 		$22.9M Buy
469,408
+3,370
+0.7% +$162K 1.98% 16
2024
Q2 		$22.1M Buy
+466,038
New +$22M 2.04% 15
2023
Q4 		– Sell
-4,930
Closed -$229K – 327
2023
Q3 		$229K Sell
4,930
-84
-2% -$3.91K 0.03% 239
2023
Q2 		$234K Sell
5,014
-5,181
-51% -$243K 0.03% 224
2023
Q1 		$481K Buy
10,195
+11
+0.1% +$515 0.06% 131
2022
Q4 		$473K Buy
10,184
+827
+9% +$38.3K 0.07% 122
2022
Q3 		$431K Buy
9,357
+1,909
+26% +$90.1K 0.07% 107
2022
Q2 		$353K Sell
7,448
-571,259
-99% -$27.3M 0.06% 113
2022
Q1 		$28M Buy
578,707
+14,425
+3% +$713K 4.51% 7
2021
Q4 		$28.5M Sell
564,282
-6,294
-1% -$319K 4.39% 7
2021
Q3 		$29.1M Sell
570,576
-10,119
-2% -$519K 4.75% 6
2021
Q2 		$29.8M Sell
580,695
-520,676
-47% -$26.7M 4.42% 6
2021
Q1 		$56.5M Buy
+1,101,371
New +$56.7M 9.62% 2

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Koss-Olinger Consulting's ISTB Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 46% in Q1 2026, selling an estimated $12.8M and leaving 306,997 shares worth $14.9M. The position accounts for 1.25% of the portfolio, ranked #15.

Koss-Olinger Consulting first reported a position in ISTB in Q1 2021 and has held it in 19 quarters since. The position peaked at $56.5M in Q1 2021. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Koss-Olinger Consulting held 306,997 shares of iShares Core 1-5 Year USD Bond ETF worth $14.9M as of Q1 2026.
  • Koss-Olinger Consulting sold 261,966 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $12.8M.
  • iShares Core 1-5 Year USD Bond ETF made up 1.25% of Koss-Olinger Consulting's portfolio in Q1 2026, its #15 holding.
  • Koss-Olinger Consulting first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's iShares Core 1-5 Year USD Bond ETF position peaked at $56.5M in Q1 2021.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.