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

Morris Financial Concepts’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 		$8.97M Sell
185,878
-3,044
-2% -$147K 2.75% 8
2026
Q1 		$9.16M Buy
188,922
+7,476
+4% +$364K 3.11% 8
2025
Q4 		$8.85M Buy
181,446
+4,954
+3% +$242K 3.1% 6
2025
Q3 		$8.62M Buy
176,492
+9,288
+6% +$452K 3.11% 6
2025
Q2 		$8.13M Sell
167,204
-3,710
-2% -$179K 3.23% 6
2025
Q1 		$8.26M Buy
170,914
+2,004
+1% +$96.2K 3.47% 6
2024
Q4 		$8.07M Buy
168,910
+1,156
+0.7% +$55.5K 3.46% 5
2024
Q3 		$8.17M Buy
167,754
+218
+0.1% +$10.5K 3.51% 5
2024
Q2 		$7.94M Buy
167,536
+19,879
+13% +$938K 3.8% 5
2024
Q1 		$7M Buy
147,657
+1,363
+0.9% +$64.6K 3.58% 6
2023
Q4 		$6.96M Buy
146,294
+16,374
+13% +$765K 3.97% 6
2023
Q3 		$6.03M Sell
129,920
-6,184
-5% -$288K 4% 6
2023
Q2 		$6.35M Buy
136,104
+29,473
+28% +$1.38M 4.1% 6
2023
Q1 		$5.03M Buy
106,631
+88,711
+495% +$4.15M 3.54% 7
2022
Q4 		$832K Buy
17,920
+13,701
+325% +$634K 0.67% 32
2022
Q3 		$194K Buy
4,219
+4,055
+2,473% +$191K 0.2% 65
2022
Q2 		$8K Buy
+164
New +$7.83K 0.01% 103

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

Morris Financial Concepts's ISTB Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.6% in Q2 2026, selling an estimated $147K and leaving 185,878 shares worth $8.97M. The position accounts for 2.75% of the portfolio, ranked #8.

Morris Financial Concepts first reported a position in ISTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.16M in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Morris Financial Concepts held 185,878 shares of iShares Core 1-5 Year USD Bond ETF worth $8.97M as of Q2 2026.
  • Morris Financial Concepts sold 3,044 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares Core 1-5 Year USD Bond ETF made up 2.75% of Morris Financial Concepts's portfolio in Q2 2026, its #8 holding.
  • Morris Financial Concepts first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Morris Financial Concepts's iShares Core 1-5 Year USD Bond ETF position peaked at $9.16M 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 Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.