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

McClarren Financial 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 		$4.96M Buy
102,766
+6,932
+7% +$335K 2.56% 10
2026
Q1 		$4.64M Buy
95,834
+89,606
+1,439% +$4.36M 2.75% 10
2025
Q4 		$3.85M Sell
6,228
-57,148
-90% -$2.79M 2.3% 14
2025
Q3 		$3.18M Buy
63,376
+1,586
+3% +$77.1K 1.95% 14
2025
Q2 		$3.01M Sell
61,790
-1,024
-2% -$49.4K 1.96% 14
2025
Q1 		$3.09M Buy
62,814
+4,459
+8% +$214K 2.04% 14
2024
Q4 		$2.79M Buy
58,355
+41,934
+255% +$2.01M 7.82% 2
2024
Q3 		$540 Buy
16,421
+16,137
+5,682% +$777K 0.07% 51
2024
Q2 		$35K Sell
284
-466
-62% -$22K 0.02% 167
2024
Q1 		$36K Buy
750
+5
+0.7% +$237 0.03% 168
2023
Q4 		$35K Buy
745
+10
+1% +$467 0.03% 188
2023
Q3 		$32K Sell
735
-666
-48% -$31K 0.03% 176
2023
Q2 		$65K Sell
1,401
-465
-25% -$21.9K 0.05% 132
2023
Q1 		$83K Sell
1,866
-1,656
-47% -$77.5K 0.08% 110
2022
Q4 		$163K Sell
3,522
-6,394
-64% -$296K 0.15% 76
2022
Q3 		$457K Buy
9,916
+3,380
+52% +$159K 0.46% 34
2022
Q2 		$309K Sell
6,536
-164,720
-96% -$7.86M 0.99% 22
2022
Q1 		$8.28M Sell
171,256
-6,472
-4% -$320K 5.99% 5
2021
Q4 		$8.96M Sell
177,728
-397,557
-69% -$20.1M 6.11% 5
2021
Q3 		$29.4M Buy
575,285
+47,079
+9% +$2.41M 22.89% 1
2021
Q2 		$27.1M Buy
528,206
+100,967
+24% +$5.18M 21.94% 1
2021
Q1 		$21.9M Buy
427,239
+25,789
+6% +$1.33M 19.59% 1
2020
Q4 		$20.7M Buy
+401,450
New +$20.7M 19.92% 1

Other funds holding ISTB

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

McClarren Financial Advisors's ISTB Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 7.2% in Q2 2026, buying an estimated $335K and bringing the position to 102,766 shares worth $4.96M. The position accounts for 2.56% of the portfolio, ranked #10.

McClarren Financial Advisors first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.4M in Q3 2021. 84 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • McClarren Financial Advisors held 102,766 shares of iShares Core 1-5 Year USD Bond ETF worth $4.96M as of Q2 2026.
  • McClarren Financial Advisors bought 6,932 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $335K.
  • iShares Core 1-5 Year USD Bond ETF made up 2.56% of McClarren Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • McClarren Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • McClarren Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $29.4M in Q3 2021.
  • 84 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.