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

SignatureFD’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	$2.79K	Hold	59	–	–	﹤0.01%	3106
2026 Q2	$2.85K	Hold	59	–	–	﹤0.01%	3055
2026 Q1	$2.86K	Hold	59	–	–	﹤0.01%	2958
2025 Q4	$2.88K	Hold	59	–	–	﹤0.01%	2874
2025 Q3	$2.88K	Buy	+59	New	+$2.87K	﹤0.01%	2851
2024 Q1	–	Sell	-1,317	Closed	-$62.6K	–	3220
2023 Q4	$62.6K	Buy	+1,317	New	+$61.5K	﹤0.01%	1358
2023 Q3	–	Sell	-624	Closed	-$29.1K	–	3252
2023 Q2	$29.1K	Buy	+624	New	+$29.3K	﹤0.01%	1696
2023 Q1	–	Sell	-1,261	Closed	-$58.6K	–	3336
2022 Q4	$58.6K	Buy	+1,261	New	+$58.3K	﹤0.01%	1274
2022 Q3	–	Sell	-652	Closed	-$30.8K	–	3217
2022 Q2	$31K	Buy	+652	New	+$31.1K	﹤0.01%	1549
2021 Q4	–	Sell	-856	Closed	-$44K	–	3181
2021 Q3	$44K	Hold	856	–	–	﹤0.01%	1372
2021 Q2	$44K	Hold	856	–	–	﹤0.01%	1332
2021 Q1	$44K	Buy	+856	New	+$44.1K	﹤0.01%	1225
2019 Q2	–	Sell	-1,086	Closed	-$54K	–	2101
2019 Q1	$54K	Buy	+1,086	New	+$53.7K	﹤0.01%	849

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

SignatureFD's ISTB Position: Q3 2026 in Review

SignatureFD held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 59 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

SignatureFD first reported a position in ISTB in Q1 2019 and has held it in 13 quarters since. The position peaked at $62.6K in Q4 2023. 214 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

SignatureFD held 59 shares of iShares Core 1-5 Year USD Bond ETF worth $2.79K as of Q3 2026.
SignatureFD left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3106 holding.
SignatureFD first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 13 quarters since.
SignatureFD's iShares Core 1-5 Year USD Bond ETF position peaked at $62.6K in Q4 2023.
214 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.