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

Rossby Financial’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 Q3	$367K	Buy	7,764 +864	+13%	+$41.4K	0.05%	312
2026 Q2	$333K	Buy	6,900 +2,458	+55%	+$119K	0.06%	279
2026 Q1	$215K	Buy	4,442 +3,456	+351%	+$168K	0.04%	365
2025 Q4	$48.1K	Buy	986 +290	+42%	+$14.2K	0.01%	551
2025 Q3	$33.9K	Buy	696 +53	+8%	+$2.58K	0.01%	608
2025 Q2	$31.3K	Sell	643 -739	-53%	-$35.7K	0.01%	577
2025 Q1	$66.9K	Buy	+1,382	New	+$66.4K	0.03%	418

Other funds holding ISTB

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Rossby Financial's ISTB Position: Q3 2026 in Review

Rossby Financial increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 13% in Q3 2026, buying an estimated $41.4K and bringing the position to 7,764 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #312.

Rossby Financial first reported a position in ISTB in Q1 2025 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Rossby Financial held 7,764 shares of iShares Core 1-5 Year USD Bond ETF worth $367K as of Q3 2026.
Rossby Financial bought 864 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $41.4K.
iShares Core 1-5 Year USD Bond ETF made up 0.05% of Rossby Financial's portfolio in Q3 2026, its #312 holding.
Rossby Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.