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

Money Concepts Capital’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 		$256K Hold
5,316
– – 0.01% 554
2026
Q1 		$258K Sell
5,316
-676
-11% -$32.9K 0.01% 493
2025
Q4 		$292K Hold
5,992
– – 0.02% 436
2025
Q3 		$293K Hold
5,992
– – 0.02% 393
2025
Q2 		$292K Hold
5,992
– – 0.02% 381
2025
Q1 		$290K Buy
5,992
+20
+0.3% +$960 0.02% 360
2024
Q4 		$285K Buy
5,972
+676
+13% +$32.4K 0.02% 353
2024
Q3 		$258K Buy
5,296
+665
+14% +$32K 0.02% 361
2024
Q2 		$219K Sell
4,631
-152
-3% -$7.17K 0.02% 362
2024
Q1 		$227K Buy
+4,783
New +$227K 0.02% 360
2023
Q3 		– Sell
-19,756
Closed -$921K – 366
2023
Q2 		$921K Buy
+19,756
New +$928K 0.09% 207
2023
Q1 		– Sell
-27,905
Closed -$1.3M – 1710
2022
Q4 		$1.3M Sell
27,905
-1,962
-7% -$90.8K 0.06% 250
2022
Q3 		$1.38M Buy
29,867
+722
+2% +$34.1K 0.08% 198
2022
Q2 		$1.39M Buy
29,145
+1,865
+7% +$89K 0.12% 170
2022
Q1 		$1.32M Buy
27,280
+8,921
+49% +$441K 0.07% 253
2021
Q4 		$926K Buy
+18,359
New +$930K 0.08% 218
2021
Q1 		$712K Buy
13,874
+8,607
+163% +$443K 0.06% 262
2020
Q4 		$272K Buy
+5,267
New +$271K 0.03% 371

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

Money Concepts Capital's ISTB Position: Q2 2026 in Review

Money Concepts Capital held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 5,316 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #554.

Money Concepts Capital first reported a position in ISTB in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2022. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Money Concepts Capital held 5,316 shares of iShares Core 1-5 Year USD Bond ETF worth $256K as of Q2 2026.
  • Money Concepts Capital left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #554 holding.
  • Money Concepts Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Money Concepts Capital's iShares Core 1-5 Year USD Bond ETF position peaked at $1.39M in Q2 2022.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.