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McCarley & Cook Financial Planners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

McCarley & Cook Financial Planners’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
-3,890
Closed -$189K – 267
2026
Q1 		$189K Buy
+3,890
New +$189K 0.16% 52

Other funds holding ISTB

Acorns Advisers
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
Triad Wealth Partners
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
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

McCarley & Cook Financial Planners's ISTB Position: Q2 2026 in Review

McCarley & Cook Financial Planners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 3,890 shares — an estimated $189K sold.

McCarley & Cook Financial Planners first reported a position in ISTB in Q1 2026 and held it in 1 quarter. The position peaked at $189K in Q1 2026. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • McCarley & Cook Financial Planners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • McCarley & Cook Financial Planners sold 3,890 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $189K.
  • McCarley & Cook Financial Planners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • McCarley & Cook Financial Planners's iShares Core 1-5 Year USD Bond ETF position peaked at $189K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q2 2026, filed 21 Oct 2026.