Spirit of America Management Corp’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Spirit of America Management Corp’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	$4.06K	Buy	195,083 +190,523	+4,178%	+$9.2M	﹤0.01%	287
2026 Q1	$221K	Buy	4,560 +34	+0.8%	+$1.66K	0.04%	232
2025 Q4	$221K	Sell	4,526 -2,676	-37%	-$131K	0.05%	235
2025 Q3	$351K	Buy	7,202 +196	+3%	+$9.53K	0.07%	219
2025 Q2	$340K	Sell	7,006 -193	-3%	-$9.31K	0.07%	217
2025 Q1	$348K	Buy	7,199 +33	+0.5%	+$1.58K	0.07%	212
2024 Q4	$342K	Buy	7,166 +169	+2%	+$8.11K	0.07%	206
2024 Q3	$341K	Sell	6,997 -84	-1%	-$4.04K	0.07%	209
2024 Q2	$335K	Buy	7,081 +5,731	+425%	+$270K	0.07%	199
2024 Q1	$63.4K	Buy	+1,350	New	+$64K	0.01%	262

Other funds holding ISTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

TPI

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

Spirit of America Management Corp's ISTB Position: Q2 2026 in Review

Spirit of America Management Corp increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4,178% in Q2 2026, buying an estimated $9.2M and bringing the position to 195,083 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Spirit of America Management Corp first reported a position in ISTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $351K in Q3 2025. 273 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Spirit of America Management Corp held 195,083 shares of iShares Core 1-5 Year USD Bond ETF worth $4.06K as of Q2 2026.
Spirit of America Management Corp bought 190,523 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $9.2M.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #287 holding.
Spirit of America Management Corp first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
Spirit of America Management Corp's iShares Core 1-5 Year USD Bond ETF position peaked at $351K in Q3 2025.
273 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.