LJI Wealth Management
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LJI Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

LJI Wealth Management’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 		$60.2M Buy
1,273,492
+74,798
+6% +$3.58M 8.45% 3
2026
Q2 		$57.8M Buy
1,198,694
+1,176,919
+5,405% +$56.8M 8.1% 3
2026
Q1 		$1.06M Sell
21,775
-786
-3% -$38.3K 0.17% 54
2025
Q4 		$1.1M Buy
22,561
+357
+2% +$17.4K 0.17% 64
2025
Q3 		$1.08M Sell
22,204
-139
-0.6% -$6.76K 0.19% 47
2025
Q2 		$1.09M Sell
22,343
-21,330
-49% -$1.03M 0.19% 54
2025
Q1 		$2.11M Sell
43,673
-2,436
-5% -$117K 0.42% 31
2024
Q4 		$2.2M Sell
46,109
-23,278
-34% -$1.12M 0.43% 31
2024
Q3 		$3.38M Sell
69,387
-1,329
-2% -$64K 0.69% 21
2024
Q2 		$3.35M Sell
70,716
-5,204
-7% -$245K 0.74% 21
2024
Q1 		$3.6M Sell
75,920
-843
-1% -$40K 0.93% 19
2023
Q4 		$3.65M Sell
76,763
-3,517
-4% -$164K 0.95% 19
2023
Q3 		$3.72M Sell
80,280
-2,410
-3% -$112K 1.07% 16
2023
Q2 		$3.86M Sell
82,690
-289
-0.3% -$13.6K 1.12% 16
2023
Q1 		$3.91M Sell
82,979
-9,287
-10% -$435K 1.24% 16
2022
Q4 		$4.28M Buy
+92,266
New +$4.27M 1.5% 15

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

LJI Wealth Management's ISTB Position: Q3 2026 in Review

LJI Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.2% in Q3 2026, buying an estimated $3.58M and bringing the position to 1,273,492 shares worth $60.2M. The position accounts for 8.45% of the portfolio, ranked #3.

LJI Wealth Management first reported a position in ISTB in Q4 2022 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • LJI Wealth Management held 1,273,492 shares of iShares Core 1-5 Year USD Bond ETF worth $60.2M as of Q3 2026.
  • LJI Wealth Management bought 74,798 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $3.58M.
  • iShares Core 1-5 Year USD Bond ETF made up 8.45% of LJI Wealth Management's portfolio in Q3 2026, its #3 holding.
  • LJI Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.