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 Q3	–	Sell	-4,561	Closed	-$220K	–	78
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

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

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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Stewardship's ISTB Position: Q3 2026 in Review

Sound Stewardship sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2026, closing a stake of 4,561 shares — an estimated $220K sold.

Sound Stewardship first reported a position in ISTB in Q4 2022 and held it in 7 quarters. The position peaked at $3.97M in Q3 2023. 43 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Sound Stewardship reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Sound Stewardship sold 4,561 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $220K.
Sound Stewardship first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 7 quarters.
Sound Stewardship's iShares Core 1-5 Year USD Bond ETF position peaked at $3.97M in Q3 2023.
43 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.