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SFMG Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

SFMG Wealth 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 		$317K Buy
6,576
+165
+3% +$7.97K 0.02% 246
2026
Q1 		$311K Buy
6,411
+687
+12% +$33.5K 0.02% 245
2025
Q4 		$279K Buy
5,724
+447
+8% +$21.8K 0.02% 250
2025
Q3 		$258K Buy
5,277
+67
+1% +$3.26K 0.02% 246
2025
Q2 		$253K Buy
5,210
+233
+5% +$11.2K 0.02% 231
2025
Q1 		$241K Buy
4,977
+580
+13% +$27.8K 0.02% 234
2024
Q4 		$210K Sell
4,397
-6
-0.1% -$288 0.02% 246
2024
Q3 		$214K Buy
+4,403
New +$212K 0.02% 241

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

SFMG Wealth Advisors's ISTB Position: Q2 2026 in Review

SFMG Wealth Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.6% in Q2 2026, buying an estimated $7.97K and bringing the position to 6,576 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #246.

SFMG Wealth Advisors first reported a position in ISTB in Q3 2024 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • SFMG Wealth Advisors held 6,576 shares of iShares Core 1-5 Year USD Bond ETF worth $317K as of Q2 2026.
  • SFMG Wealth Advisors bought 165 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $7.97K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #246 holding.
  • SFMG Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.