Lee Financial
ISTB icon

Lee Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Lee Financial’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 		$360K Buy
+7,624
New +$365K 0.05% 124
2024
Q1 		– Sell
-7,333
Closed -$349K – 495
2023
Q4 		$349K Hold
7,333
– – 0.06% 108
2023
Q3 		$340K Sell
7,333
-300
-4% -$14K 0.06% 106
2023
Q2 		$356K Sell
7,633
-2,104
-22% -$98.9K 0.06% 103
2023
Q1 		$459K Sell
9,737
-13,700
-58% -$641K 0.08% 89
2022
Q4 		$1.09M Buy
23,437
+2,535
+12% +$117K 0.19% 62
2022
Q3 		$964K Sell
20,902
-34
-0.2% -$1.6K 0.18% 67
2022
Q2 		$992K Sell
20,936
-154
-0.7% -$7.35K 0.18% 68
2022
Q1 		$1.02M Sell
21,090
-27
-0.1% -$1.33K 0.18% 68
2021
Q4 		$1.06M Hold
21,117
– – 0.2% 61
2021
Q3 		$1.08M Hold
21,117
– – 0.22% 58
2021
Q2 		$1.08M Hold
21,117
– – 0.23% 59
2021
Q1 		$1.08M Hold
21,117
– – 0.26% 57
2020
Q4 		$1.09M Sell
21,117
-14
-0.1% -$721 0.28% 53
2020
Q3 		$1.09M Sell
21,131
-5,393
-20% -$278K 0.3% 55
2020
Q2 		$1.36M Sell
26,524
-5,129
-16% -$262K 0.38% 45
2020
Q1 		$1.6M Sell
31,653
-501,752
-94% -$25.3M 0.53% 31
2019
Q4 		$26.9M Buy
533,405
+20,792
+4% +$1.05M 5.81% 5
2019
Q3 		$25.9M Buy
512,613
+16,811
+3% +$847K 5.82% 4
2019
Q2 		$25M Buy
495,802
+65
+0% +$3.24K 5.65% 4
2019
Q1 		$24.7M Buy
495,737
+14,796
+3% +$731K 5.79% 4
2018
Q4 		$23.6M Buy
480,941
+17,517
+4% +$855K 6.32% 3
2018
Q3 		$22.7M Buy
463,424
+17,080
+4% +$837K 5.58% 5
2018
Q2 		$21.9M Buy
446,344
+98,925
+28% +$4.85M 5.16% 5
2018
Q1 		$17.1M Buy
347,419
+60,538
+21% +$2.99M 4.35% 6
2017
Q4 		$14.3M Buy
286,881
+70,122
+32% +$3.51M 4.15% 7
2017
Q3 		$10.9M Buy
216,759
+48,229
+29% +$2.43M 3.52% 6
2017
Q2 		$8.47M Buy
168,530
+11,274
+7% +$566K 3.12% 5
2017
Q1 		$7.88M Buy
157,256
+105,469
+204% +$5.28M 3.14% 6
2016
Q4 		$2.59M Buy
+51,787
New +$2.6M 1.45% 11

Other funds holding ISTB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PP
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
CA
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
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 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

Lee Financial's ISTB Position: Q3 2026 in Review

Lee Financial opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2026: 7,624 shares worth $360K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings. This is a return to the name: Lee Financial previously reported a position in ISTB as recently as Q4 2023.

Lee Financial first reported a position in ISTB in Q4 2016 and has held it in 30 quarters since. The position peaked at $26.9M in Q4 2019. 71 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Lee Financial held 7,624 shares of iShares Core 1-5 Year USD Bond ETF worth $360K as of Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new Lee Financial position in Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.05% of Lee Financial's portfolio in Q3 2026, its #124 holding.
  • Lee Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2016 and has held it in 30 quarters since.
  • Lee Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $26.9M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.