MCA
ISTB icon

Magnolia Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Magnolia Capital Advisors’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 		$253K Sell
5,231
-5,681
-52% -$277K 0.05% 256
2025
Q4 		$532K Buy
10,912
+2,867
+36% +$140K 0.11% 172
2025
Q3 		$393K Buy
8,045
+923
+13% +$44.9K 0.1% 169
2025
Q2 		$346K Sell
7,122
-963
-12% -$46.5K 0.09% 186
2025
Q1 		$391K Buy
8,085
+875
+12% +$42K 0.11% 168
2024
Q4 		$344K Buy
7,210
+1,424
+25% +$68.3K 0.09% 183
2024
Q3 		$282K Buy
5,786
+90
+2% +$4.33K 0.14% 123
2024
Q2 		$270K Buy
+5,696
New +$269K 0.15% 107
2022
Q2 		– Sell
-5,751
Closed -$279K – 155
2022
Q1 		$279K Sell
5,751
-618
-10% -$30.5K 0.11% 148
2021
Q4 		$321K Sell
6,369
-312
-5% -$15.8K 0.09% 148
2021
Q3 		$341K Buy
6,681
+1,573
+31% +$80.6K 0.12% 134
2021
Q2 		$262K Sell
5,108
-541
-10% -$27.8K 0.12% 117
2021
Q1 		$290K Sell
5,649
-132
-2% -$6.8K 0.57% 61
2020
Q4 		$299K Buy
5,781
+9
+0.2% +$464 0.19% 86
2020
Q3 		$298K Buy
5,772
+1,643
+40% +$84.7K 0.23% 70
2020
Q2 		$213K Buy
+4,129
New +$211K 0.27% 83
2020
Q1 		– Sell
-4,203
Closed -$211K – 89
2019
Q4 		$211K Buy
+4,203
New +$212K 0.2% 86

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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