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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
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

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

Merit Financial Group's ISTB Position: Q2 2026 in Review

Merit Financial Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 46% in Q2 2026, buying an estimated $795K and bringing the position to 52,394 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #651.

Merit Financial Group first reported a position in ISTB in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Merit Financial Group held 52,394 shares of iShares Core 1-5 Year USD Bond ETF worth $2.53M as of Q2 2026.
  • Merit Financial Group bought 16,464 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $795K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #651 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 6 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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