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Sterling Investment Advisors (Missouri)’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$6.99M Buy
144,939
+3,359
+2% +$162K 3.14% 11
2026
Q1 		$6.86M Buy
141,580
+2,942
+2% +$143K 3.29% 11
2025
Q4 		$6.76M Buy
138,638
+918
+0.7% +$44.8K 3.27% 10
2025
Q3 		$6.73M Sell
137,720
-4,894
-3% -$238K 3.33% 11
2025
Q2 		$6.94M Buy
142,614
+4,610
+3% +$222K 3.61% 10
2025
Q1 		$6.67M Buy
138,004
+7,559
+6% +$363K 3.76% 10
2024
Q4 		$6.23M Buy
130,445
+3,246
+3% +$156K 3.64% 10
2024
Q3 		$6.19M Buy
127,199
+6,733
+6% +$324K 3.48% 10
2024
Q2 		$5.71M Sell
120,466
-508
-0.4% -$24K 3.48% 10
2024
Q1 		$5.74M Buy
120,974
+4,788
+4% +$227K 3.36% 12
2023
Q4 		$5.53M Sell
116,186
-14,713
-11% -$687K 3.43% 12
2023
Q3 		$6.07M Buy
130,899
+4,169
+3% +$194K 3.87% 9
2023
Q2 		$5.91M Buy
126,730
+4,996
+4% +$235K 3.76% 10
2023
Q1 		$5.74M Buy
121,734
+3,398
+3% +$159K 3.72% 11
2022
Q4 		$5.5M Buy
118,336
+6,575
+6% +$304K 3.76% 11
2022
Q3 		$5.15M Sell
111,761
-22,145
-17% -$1.04M 3.86% 9
2022
Q2 		$6.35M Sell
133,906
-31,308
-19% -$1.49M 4.36% 9
2022
Q1 		$8.01M Sell
165,214
-4,671
-3% -$231K 4.74% 9
2021
Q4 		$8.57M Sell
169,885
-5,645
-3% -$286K 4.88% 8
2021
Q3 		$8.96M Buy
175,530
+11,203
+7% +$574K 5.38% 6
2021
Q2 		$8.43M Sell
164,327
-11,314
-6% -$581K 5.1% 8
2021
Q1 		$9.01M Sell
175,641
-3,710
-2% -$191K 5.71% 6
2020
Q4 		$9.26M Buy
179,351
+45,055
+34% +$2.32M 6.14% 5
2020
Q3 		$6.92M Buy
134,296
+9,489
+8% +$489K 5.29% 7
2020
Q2 		$6.42M Buy
124,807
+4,642
+4% +$237K 5.15% 6
2020
Q1 		$6.07M Sell
120,165
-9,312
-7% -$470K 5.61% 5
2019
Q4 		$6.53M Buy
129,477
+1,606
+1% +$80.9K 5.02% 6
2019
Q3 		$6.46M Buy
127,871
+3,081
+2% +$155K 5.13% 6
2019
Q2 		$6.29M Buy
124,790
+1,902
+2% +$94.9K 5.01% 6
2019
Q1 		$6.13M Buy
122,888
+566
+0.5% +$28K 5.01% 6
2018
Q4 		$6M Sell
122,322
-6,367
-5% -$311K 5.34% 5
2018
Q3 		$6.31M Buy
128,689
+5,675
+5% +$278K 5.15% 6
2018
Q2 		$6.04M Buy
123,014
+50,102
+69% +$2.46M 5.09% 6
2018
Q1 		$3.6M Buy
72,912
+6,472
+10% +$320K 2.97% 13
2017
Q4 		$3.31M Buy
66,440
+3,834
+6% +$192K 2.74% 14
2017
Q3 		$3.15M Buy
62,606
+8,035
+15% +$404K 2.68% 16
2017
Q2 		$2.74M Buy
54,571
+3,039
+6% +$153K 2.5% 17
2017
Q1 		$2.58M Buy
51,532
+487
+1% +$24.4K 2.47% 17
2016
Q4 		$2.55M Sell
51,045
-6,158
-11% -$309K 2.63% 15
2016
Q3 		$2.9M Buy
57,203
+7,435
+15% +$376K 2.96% 13
2016
Q2 		$2.53M Sell
49,768
-156
-0.3% -$7.86K 2.59% 15
2016
Q1 		$2.51M Sell
49,924
-2,778
-5% -$138K 2.65% 15
2015
Q4 		$2.62M Sell
52,702
-8,694
-14% -$434K 2.82% 15
2015
Q3 		$3.08M Buy
61,396
+6,176
+11% +$310K 3.52% 9
2015
Q2 		$2.77M Sell
55,220
-116
-0.2% -$5.84K 2.94% 12
2015
Q1 		$2.79M Sell
55,336
-728
-1% -$36.6K 2.81% 14
2014
Q4 		$2.81M Buy
+56,064
New +$2.81M 2.9% 14

Other funds holding ISTB

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

Sterling Investment Advisors (Missouri)'s ISTB Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.4% in Q2 2026, buying an estimated $162K and bringing the position to 144,939 shares worth $6.99M. The position accounts for 3.14% of the portfolio, ranked #11.

Sterling Investment Advisors (Missouri) first reported a position in ISTB in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.26M in Q4 2020. 242 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 144,939 shares of iShares Core 1-5 Year USD Bond ETF worth $6.99M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 3,359 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $162K.
  • iShares Core 1-5 Year USD Bond ETF made up 3.14% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #11 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares Core 1-5 Year USD Bond ETF position peaked at $9.26M in Q4 2020.
  • 242 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.