OFG
ISTB icon

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
Q2 		$1.35K Hold
28
– – ﹤0.01% 295
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 $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

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

Oxford Financial Group held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 28 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Oxford Financial Group first reported a position in ISTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.37K in Q3 2025. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Oxford Financial Group held 28 shares of iShares Core 1-5 Year USD Bond ETF worth $1.35K as of Q2 2026.
  • Oxford Financial Group 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 Oxford Financial Group's portfolio in Q2 2026, its #295 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 4 quarters since.
  • Oxford Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.37K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.