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SC&H Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

SC&H Financial Advisors’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 		$360K Buy
7,452
+41
+0.6% +$1.98K 0.05% 114
2026
Q1 		$359K Buy
7,411
+27
+0.4% +$1.31K 0.05% 108
2025
Q4 		$360K Buy
7,384
+53
+0.7% +$2.59K 0.06% 108
2025
Q3 		$358K Sell
7,331
-41
-0.6% -$1.99K 0.06% 106
2025
Q2 		$359K Buy
7,372
+47
+0.6% +$2.27K 0.06% 105
2025
Q1 		$354K Buy
7,325
+386
+6% +$18.5K 0.07% 105
2024
Q4 		$331K Sell
6,939
-44
-0.6% -$2.11K 0.07% 109
2024
Q3 		$340K Sell
6,983
-44
-0.6% -$2.12K 0.07% 113
2024
Q2 		$333K Buy
7,027
+43
+0.6% +$2.03K 0.08% 107
2024
Q1 		$331K Sell
6,984
-394
-5% -$18.7K 0.09% 108
2023
Q4 		$351K Sell
7,378
-18,815
-72% -$879K 0.1% 104
2023
Q3 		$1.21M Sell
26,193
-734
-3% -$34.2K 0.4% 43
2023
Q2 		$1.26M Sell
26,927
-537
-2% -$25.2K 0.42% 41
2023
Q1 		$1.3M Buy
27,464
+837
+3% +$39.2K 0.47% 40
2022
Q4 		$1.24M Buy
26,627
+11,663
+78% +$540K 0.51% 39
2022
Q3 		$690K Sell
14,964
-2,575
-15% -$122K 0.35% 62
2022
Q2 		$831K Buy
17,539
+6,875
+64% +$328K 0.39% 56
2022
Q1 		$517K Buy
10,664
+2,532
+31% +$125K 0.25% 88
2021
Q4 		$410K Buy
+8,132
New +$412K 0.23% 105

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

SC&H Financial Advisors's ISTB Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.55% in Q2 2026, buying an estimated $1.98K and bringing the position to 7,452 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #114.

SC&H Financial Advisors first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q1 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • SC&H Financial Advisors held 7,452 shares of iShares Core 1-5 Year USD Bond ETF worth $360K as of Q2 2026.
  • SC&H Financial Advisors bought 41 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.98K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #114 holding.
  • SC&H Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.3M in Q1 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.