SJGA
ISTB icon

Stephen J. Garry & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Stephen J. Garry & Associates’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 		$272K Hold
5,640
– – 0.2% 47
2026
Q1 		$273K Hold
5,640
– – 0.22% 45
2025
Q4 		$275K Hold
5,640
– – 0.22% 45
2025
Q3 		$275K Hold
5,640
– – 0.22% 41
2025
Q2 		$274K Hold
5,640
– – 0.24% 38
2025
Q1 		$273K Hold
5,640
– – 0.26% 34
2024
Q4 		$269K Sell
5,640
-950
-14% -$45.6K 0.25% 36
2024
Q3 		$321K Sell
6,590
-750
-10% -$36.1K 0.3% 31
2024
Q2 		$348K Hold
7,340
– – 0.35% 30
2024
Q1 		$348K Hold
7,340
– – 0.36% 29
2023
Q4 		$349K Buy
+7,340
New +$343K 0.39% 30

Other funds holding ISTB

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Stephen J. Garry & Associates's ISTB Position: Q2 2026 in Review

Stephen J. Garry & Associates held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 5,640 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #47.

Stephen J. Garry & Associates first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q4 2023. 123 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Stephen J. Garry & Associates held 5,640 shares of iShares Core 1-5 Year USD Bond ETF worth $272K as of Q2 2026.
  • Stephen J. Garry & Associates left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.2% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #47 holding.
  • Stephen J. Garry & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Stephen J. Garry & Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $349K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.