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McKinley Carter Wealth Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

McKinley Carter Wealth Services’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 		$719K Sell
14,898
-342
-2% -$16.5K 0.04% 205
2026
Q1 		$739K Sell
15,240
-3,736
-20% -$182K 0.04% 188
2025
Q4 		$925K Sell
18,976
-7,088
-27% -$346K 0.05% 180
2025
Q3 		$1.27M Sell
26,064
-4,069
-14% -$198K 0.07% 155
2025
Q2 		$1.47M Sell
30,133
-17,136
-36% -$827K 0.08% 143
2025
Q1 		$2.29M Sell
47,269
-165,528
-78% -$7.95M 0.14% 103
2024
Q4 		$10.2M Buy
212,797
+12,775
+6% +$613K 0.62% 38
2024
Q3 		$9.74M Buy
200,022
+7,287
+4% +$351K 0.59% 40
2024
Q2 		$9.13M Buy
192,735
+5,443
+3% +$257K 0.58% 41
2024
Q1 		$8.89M Buy
187,292
+9,699
+5% +$460K 0.59% 39
2023
Q4 		$8.45M Buy
177,593
+5,633
+3% +$263K 0.62% 34
2023
Q3 		$7.98M Buy
171,960
+9,185
+6% +$428K 0.63% 34
2023
Q2 		$7.59M Buy
162,775
+12,022
+8% +$565K 0.57% 37
2023
Q1 		$7.11M Buy
150,753
+45,937
+44% +$2.15M 0.56% 39
2022
Q4 		$4.87M Sell
104,816
-6,002
-5% -$278K 0.41% 52
2022
Q3 		$5.11M Buy
110,818
+3,597
+3% +$170K 0.48% 47
2022
Q2 		$5.08M Buy
107,221
+7,224
+7% +$345K 0.45% 46
2022
Q1 		$4.85M Buy
99,997
+15,782
+19% +$780K 0.38% 56
2021
Q4 		$4.25M Buy
84,215
+10,556
+14% +$535K 0.32% 67
2021
Q3 		$3.76M Buy
73,659
+8,455
+13% +$433K 0.31% 67
2021
Q2 		$3.34M Buy
65,204
+10,805
+20% +$555K 0.28% 75
2021
Q1 		$2.79M Buy
+54,399
New +$2.8M 0.24% 90

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

McKinley Carter Wealth Services's ISTB Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.2% in Q2 2026, selling an estimated $16.5K and leaving 14,898 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #205.

McKinley Carter Wealth Services first reported a position in ISTB in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.2M in Q4 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • McKinley Carter Wealth Services held 14,898 shares of iShares Core 1-5 Year USD Bond ETF worth $719K as of Q2 2026.
  • McKinley Carter Wealth Services sold 342 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #205 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares Core 1-5 Year USD Bond ETF position peaked at $10.2M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.