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

Merit Financial 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	$10.8M	Buy	227,656 +175,262	+335%	+$8.39M	0.06%	263
2026 Q2	$2.53M	Buy	52,394 +16,464	+46%	+$795K	0.02%	651
2026 Q1	$1.74M	Sell	35,930 -14,835	-29%	-$723K	0.01%	730
2025 Q4	$2.47M	Buy	50,765 +18,364	+57%	+$896K	0.02%	562
2025 Q3	$1.58M	Sell	32,401 -1,140	-3%	-$55.5K	0.01%	660
2025 Q2	$1.63M	Buy	33,541 +638	+2%	+$30.8K	0.02%	595
2025 Q1	$1.59M	Buy	+32,903	New	+$1.58M	0.02%	494

Other funds holding ISTB

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

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

Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return

Merit Financial Group's ISTB Position: Q3 2026 in Review

Merit Financial Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 335% in Q3 2026, buying an estimated $8.39M and bringing the position to 227,656 shares worth $10.8M. The position accounts for 0.06% of the portfolio, ranked #263.

Merit Financial Group first reported a position in ISTB in Q1 2025 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Merit Financial Group held 227,656 shares of iShares Core 1-5 Year USD Bond ETF worth $10.8M as of Q3 2026.
Merit Financial Group bought 175,262 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $8.39M.
iShares Core 1-5 Year USD Bond ETF made up 0.06% of Merit Financial Group's portfolio in Q3 2026, its #263 holding.
Merit Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.