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

Omega Financial Group’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 		$16.6M Buy
343,682
+18,058
+6% +$872K 5.05% 5
2026
Q1 		$15.8M Buy
325,624
+22,700
+7% +$1.11M 5.13% 4
2025
Q4 		$14.8M Buy
302,924
+16,647
+6% +$812K 4.86% 5
2025
Q3 		$14M Buy
286,277
+12,510
+5% +$609K 4.63% 5
2025
Q2 		$13.3M Buy
273,767
+3,748
+1% +$181K 4.74% 5
2025
Q1 		$13.1M Buy
270,019
+8,949
+3% +$430K 5.01% 3
2024
Q4 		$12.5M Buy
261,070
+20,710
+9% +$994K 4.72% 5
2024
Q3 		$11.7M Sell
240,360
-4,784
-2% -$230K 4.43% 6
2024
Q2 		$11.6M Buy
245,144
+5,144
+2% +$243K 4.7% 3
2024
Q1 		$11.4M Buy
240,000
+7,016
+3% +$333K 4.66% 3
2023
Q4 		$11.1M Sell
232,984
-1,666
-0.7% -$77.8K 4.74% 3
2023
Q3 		$10.9M Buy
234,650
+6,214
+3% +$289K 5.32% 2
2023
Q2 		$10.7M Buy
228,436
+2,953
+1% +$139K 4.88% 3
2023
Q1 		$10.6M Buy
225,483
+1,792
+0.8% +$83.9K 4.91% 3
2022
Q4 		$10.4M Sell
223,691
-16,246
-7% -$752K 5.38% 1
2022
Q3 		$11.1M Buy
239,937
+1,594
+0.7% +$75.2K 5.72% 1
2022
Q2 		$11.3M Sell
238,343
-38,539
-14% -$1.84M 5.45% 1
2022
Q1 		$13.4M Buy
276,882
+19,106
+7% +$944K 5.81% 1
2021
Q4 		$13M Buy
257,776
+8,474
+3% +$429K 5.76% 2
2021
Q3 		$12.7M Buy
249,302
+13,392
+6% +$686K 6.07% 2
2021
Q2 		$12.1M Buy
235,910
+166,019
+238% +$8.52M 5.84% 2
2021
Q1 		$3.58M Buy
69,891
+5,337
+8% +$275K 1.82% 22
2020
Q4 		$3.33M Buy
64,554
+2,045
+3% +$105K 1.8% 23
2020
Q3 		$3.22M Buy
+62,509
New +$3.22M 1.96% 21

Other funds holding ISTB

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Omega Financial Group's ISTB Position: Q2 2026 in Review

Omega Financial Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.5% in Q2 2026, buying an estimated $872K and bringing the position to 343,682 shares worth $16.6M. The position accounts for 5.05% of the portfolio, ranked #5.

Omega Financial Group first reported a position in ISTB in Q3 2020 and has held it in 24 quarters since. 173 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Omega Financial Group held 343,682 shares of iShares Core 1-5 Year USD Bond ETF worth $16.6M as of Q2 2026.
  • Omega Financial Group bought 18,058 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $872K.
  • iShares Core 1-5 Year USD Bond ETF made up 5.05% of Omega Financial Group's portfolio in Q2 2026, its #5 holding.
  • Omega Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.