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

Sound Stewardship’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	$220K	Buy	+4,561	New	+$220K	0.09%	69
2024 Q2	–	Sell	-10,653	Closed	-$505K	–	59
2024 Q1	$505K	Sell	10,653 -63,998	-86%	-$3.03M	0.31%	41
2023 Q4	$3.55M	Sell	74,651 -10,915	-13%	-$510K	2.35%	16
2023 Q3	$3.97M	Buy	85,566 +908	+1%	+$42.3K	2.67%	14
2023 Q2	$3.95M	Buy	84,658 +721	+0.9%	+$33.9K	2.6%	16
2023 Q1	$3.96M	Buy	83,937 +860	+1%	+$40.3K	2.66%	15
2022 Q4	$3.86M	Buy	+83,077	New	+$3.84M	2.85%	11

Other funds holding ISTB

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return