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

Maryland 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 Q3	$8.32M	Buy	176,015 +16,878	+11%	+$808K	2.6%	10
2026 Q2	$7.68M	Buy	+159,137	New	+$7.69M	2.46%	10
2025 Q4	$7.95M	Sell	163,051 -6,633	-4%	-$324K	2.69%	10
2025 Q3	$8.29M	Buy	169,684 +17,040	+11%	+$829K	2.97%	9
2025 Q2	$7.43M	Buy	152,644 +144,820	+1,851%	+$6.99M	2.91%	9
2025 Q1	$378K	Hold	7,824	–	–	0.17%	55
2024 Q4	$374K	Sell	7,824 -3,778	-33%	-$181K	0.17%	56
2024 Q3	$565K	Sell	11,602 -111	-0.9%	-$5.34K	0.27%	41
2024 Q2	$555K	Sell	11,713 -127,086	-92%	-$5.99M	0.3%	41
2024 Q1	$6.58M	Sell	138,799 -26,648	-16%	-$1.26M	4.09%	7
2023 Q4	$7.87M	Sell	165,447 -119,252	-42%	-$5.57M	5.2%	5
2023 Q3	$13.2M	Sell	284,699 -114,745	-29%	-$5.34M	10.08%	2
2023 Q2	$18.6M	Buy	399,444 +87,431	+28%	+$4.11M	14.96%	1
2023 Q1	$14.7M	Sell	312,013 -20,577	-6%	-$963K	13%	1
2022 Q4	$15.4M	Sell	332,590 -79,892	-19%	-$3.7M	14.42%	1
2022 Q3	$19M	Buy	412,482 +41,955	+11%	+$1.98M	19.96%	1
2022 Q2	$17.6M	Sell	370,527 -1,324	-0.4%	-$63.2K	18.53%	1
2022 Q1	$18M	Buy	371,851 +16,842	+5%	+$832K	15.79%	1
2021 Q4	$17.9M	Buy	+355,009	New	+$18M	14.77%	1

Other funds holding ISTB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 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

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

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Maryland Capital Advisors's ISTB Position: Q3 2026 in Review

Maryland Capital Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q3 2026, buying an estimated $808K and bringing the position to 176,015 shares worth $8.32M. The position accounts for 2.6% of the portfolio, ranked #10.

Maryland Capital Advisors first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $19M in Q3 2022. 43 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Maryland Capital Advisors held 176,015 shares of iShares Core 1-5 Year USD Bond ETF worth $8.32M as of Q3 2026.
Maryland Capital Advisors bought 16,878 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $808K.
iShares Core 1-5 Year USD Bond ETF made up 2.6% of Maryland Capital Advisors's portfolio in Q3 2026, its #10 holding.
Maryland Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
Maryland Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $19M in Q3 2022.
43 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Maryland Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.