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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
Q2 		$249K Sell
5,151
-80
-2% -$3.86K 0.04% 263
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 $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Magnolia Capital Advisors's ISTB Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.5% in Q2 2026, selling an estimated $3.86K and leaving 5,151 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #263.

Magnolia Capital Advisors first reported a position in ISTB in Q4 2019 and has held it in 18 quarters since. The position peaked at $532K in Q4 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Magnolia Capital Advisors held 5,151 shares of iShares Core 1-5 Year USD Bond ETF worth $249K as of Q2 2026.
  • Magnolia Capital Advisors sold 80 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $3.86K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.04% of Magnolia Capital Advisors's portfolio in Q2 2026, its #263 holding.
  • Magnolia Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Magnolia Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $532K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.