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

Oxford 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
Q1 		$1.36K Hold
28
– – ﹤0.01% 302
2025
Q4 		$1.36K Hold
28
– – ﹤0.01% 287
2025
Q3 		$1.37K Buy
+28
New +$1.36K ﹤0.01% 278

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oxford Financial Group's ISTB Position: Q1 2026 in Review

Oxford Financial Group held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q1 2026 at 28 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Oxford Financial Group first reported a position in ISTB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.37K in Q3 2025. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Oxford Financial Group held 28 shares of iShares Core 1-5 Year USD Bond ETF worth $1.36K as of Q1 2026.
  • Oxford Financial Group left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #302 holding.
  • Oxford Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Oxford Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.37K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.