NBC Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

NBC Securities’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	$36.7K	Hold	760	–	–	﹤0.01%	1412
2026 Q1	$36.8K	Hold	760	–	–	﹤0.01%	1443
2025 Q4	$37K	Hold	760	–	–	﹤0.01%	1473
2025 Q3	$37.1K	Hold	760	–	–	﹤0.01%	1451
2025 Q2	$36K	Hold	760	–	–	﹤0.01%	1448
2025 Q1	$36K	Buy	760 +759	+75,900%	+$36.4K	﹤0.01%	1264
2024 Q4	$55	Sell	1 -1,209	-100%	-$58K	0.01%	1024
2024 Q3	$58K	Sell	1,210 -125	-9%	-$6.02K	﹤0.01%	1131
2024 Q2	$63K	Sell	1,335 -50	-4%	-$2.36K	0.01%	1072
2024 Q1	$65K	Hold	1,385	–	–	0.01%	1061
2023 Q4	$65K	Hold	1,385	–	–	0.01%	1046
2023 Q3	$64K	Buy	+1,385	New	+$64.5K	0.01%	1057

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

NBC Securities's ISTB Position: Q2 2026 in Review

NBC Securities held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 760 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

NBC Securities first reported a position in ISTB in Q3 2023 and has held it in 12 quarters since. The position peaked at $65K in Q1 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

NBC Securities held 760 shares of iShares Core 1-5 Year USD Bond ETF worth $36.7K as of Q2 2026.
NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #1412 holding.
NBC Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares Core 1-5 Year USD Bond ETF position peaked at $65K in Q1 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.