M Holdings Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

M Holdings Securities’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	$508K	Buy	+10,550	New	+$510K	0.07%	126
2020 Q2	–	Sell	-67,576	Closed	-$3.41M	–	198
2020 Q1	$3.41M	Buy	+67,576	New	+$3.41M	0.51%	56
2018 Q1	–	Sell	-10,236	Closed	-$510K	–	325
2017 Q4	$510K	Hold	10,236	–	–	0.15%	176
2017 Q3	$515K	Hold	10,236	–	–	0.16%	174
2017 Q2	$514K	Sell	10,236 -6,112	-37%	-$307K	0.18%	162
2017 Q1	$819K	Sell	16,348 -504	-3%	-$25.2K	0.32%	91
2016 Q4	$843K	Sell	16,852 -2,882	-15%	-$145K	0.29%	89
2016 Q3	$1M	Buy	+19,734	New	+$999K	0.46%	59

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

M Holdings Securities's ISTB Position: Q2 2026 in Review

M Holdings Securities opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 10,550 shares worth $508K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings. This is a return to the name: M Holdings Securities previously reported a position in ISTB as recently as Q1 2020.

M Holdings Securities first reported a position in ISTB in Q3 2016 and has held it in 8 quarters since. The position peaked at $3.41M in Q1 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

M Holdings Securities held 10,550 shares of iShares Core 1-5 Year USD Bond ETF worth $508K as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new M Holdings Securities position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.07% of M Holdings Securities's portfolio in Q2 2026, its #126 holding.
M Holdings Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2016 and has held it in 8 quarters since.
M Holdings Securities's iShares Core 1-5 Year USD Bond ETF position peaked at $3.41M in Q1 2020.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.