MidAtlantic Capital Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

MidAtlantic Capital Management’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	–	Sell	-5,568	Closed	-$270K	–	88
2026 Q1	$270K	Buy	5,568 +2,067	+59%	+$101K	0.19%	76
2025 Q4	$171K	Buy	+3,501	New	+$171K	0.11%	92
2025 Q1	–	Sell	-3,501	Closed	-$167K	–	141
2024 Q4	$167K	Sell	3,501 -1,970	-36%	-$94.6K	0.12%	84
2024 Q3	$266K	Sell	5,471 -22	-0.4%	-$1.06K	0.19%	72
2024 Q2	$260K	Hold	5,493	–	–	0.22%	70
2024 Q1	$261K	Buy	5,493 +5,294	+2,660%	+$251K	0.23%	69
2023 Q4	$7.09K	Buy	+199	New	+$9.29K	0.01%	208

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

MidAtlantic Capital Management's ISTB Position: Q2 2026 in Review

MidAtlantic Capital Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 5,568 shares — an estimated $270K sold.

MidAtlantic Capital Management first reported a position in ISTB in Q4 2023 and held it in 7 quarters. The position peaked at $270K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

MidAtlantic Capital Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 5,568 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $270K.
MidAtlantic Capital Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 7 quarters.
MidAtlantic Capital Management's iShares Core 1-5 Year USD Bond ETF position peaked at $270K in Q1 2026.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.