Mather Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Mather Group’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	$3.54M	Buy	75,006 +1,805	+2%	+$86.4K	0.03%	207
2026 Q2	$3.53M	Sell	73,201 -1,676	-2%	-$80.9K	0.03%	200
2026 Q1	$3.63M	Sell	74,877 -1,659	-2%	-$80.8K	0.04%	162
2025 Q4	$3.73M	Sell	76,536 -3,140	-4%	-$153K	0.04%	145
2025 Q3	$3.89M	Sell	79,676 -3,570	-4%	-$174K	0.04%	141
2025 Q2	$4.05M	Sell	83,246 -11,682	-12%	-$564K	0.04%	134
2025 Q1	$4.59M	Buy	94,928 +1,664	+2%	+$79.9K	0.05%	120
2024 Q4	$4.46M	Sell	93,264 -1,578	-2%	-$75.7K	0.06%	119
2024 Q3	$4.62M	Sell	94,842 -7,986	-8%	-$384K	0.06%	114
2024 Q2	$4.88M	Sell	102,828 -2,930	-3%	-$138K	0.06%	123
2024 Q1	$5.03M	Buy	105,758 +534	+0.5%	+$25.3K	0.08%	93
2023 Q4	$5M	Sell	105,224 -13,120	-11%	-$613K	0.08%	95
2023 Q3	$5.49M	Buy	118,344 +4,923	+4%	+$229K	0.1%	83
2023 Q2	$5.29M	Buy	113,421 +5,319	+5%	+$250K	0.08%	96
2023 Q1	$5.1M	Sell	108,102 -7,060	-6%	-$330K	0.09%	86
2022 Q4	$5.35M	Buy	115,162 +4,037	+4%	+$187K	0.1%	81
2022 Q3	$5.12M	Buy	111,125 +14,755	+15%	+$696K	0.11%	83
2022 Q2	$4.57M	Buy	96,370 +84,693	+725%	+$4.04M	0.1%	79
2022 Q1	$566K	Buy	+11,677	New	+$577K	0.01%	244

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

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FAI

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 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

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

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

Mather Group's ISTB Position: Q3 2026 in Review

Mather Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.5% in Q3 2026, buying an estimated $86.4K and bringing the position to 75,006 shares worth $3.54M. The position accounts for 0.03% of the portfolio, ranked #207.

Mather Group first reported a position in ISTB in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.49M in Q3 2023. 63 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Mather Group held 75,006 shares of iShares Core 1-5 Year USD Bond ETF worth $3.54M as of Q3 2026.
Mather Group bought 1,805 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $86.4K.
iShares Core 1-5 Year USD Bond ETF made up 0.03% of Mather Group's portfolio in Q3 2026, its #207 holding.
Mather Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 19 quarters since.
Mather Group's iShares Core 1-5 Year USD Bond ETF position peaked at $5.49M in Q3 2023.
63 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.