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

MKT 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	$2.86M	Buy	59,455 +4,543	+8%	+$219K	0.89%	15
2026 Q1	$2.65M	Buy	54,912 +9,563	+21%	+$466K	0.89%	15
2025 Q4	$2.21M	Buy	45,349 +7,335	+19%	+$358K	0.76%	16
2025 Q3	$1.85M	Buy	38,014 +295	+0.8%	+$14.3K	0.69%	24
2025 Q2	$1.83M	Sell	37,719 -1,334	-3%	-$64.4K	0.72%	22
2025 Q1	$1.88M	Buy	39,053 +5,189	+15%	+$249K	0.88%	16
2024 Q4	$1.62M	Buy	33,864 +4,532	+15%	+$218K	0.71%	21
2024 Q3	$1.42M	Buy	29,332 +3,642	+14%	+$175K	0.67%	23
2024 Q2	$1.22M	Buy	25,690 +604	+2%	+$28.5K	0.61%	26
2024 Q1	$1.18M	Buy	25,086 +8,258	+49%	+$391K	0.65%	25
2023 Q4	$797K	Buy	16,828 +10,148	+152%	+$474K	0.53%	38
2023 Q3	$308K	Buy	+6,680	New	+$311K	0.23%	90

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

MKT Advisors's ISTB Position: Q2 2026 in Review

MKT Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8.3% in Q2 2026, buying an estimated $219K and bringing the position to 59,455 shares worth $2.86M. The position accounts for 0.89% of the portfolio, ranked #15.

MKT Advisors first reported a position in ISTB in Q3 2023 and has held it in 12 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

MKT Advisors held 59,455 shares of iShares Core 1-5 Year USD Bond ETF worth $2.86M as of Q2 2026.
MKT Advisors bought 4,543 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $219K.
iShares Core 1-5 Year USD Bond ETF made up 0.89% of MKT Advisors's portfolio in Q2 2026, its #15 holding.
MKT Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.