StoneX Group
ISTB icon

StoneX Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

StoneX Group’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 		$225K Buy
+4,762
New +$228K 0.01% 1273
2026
Q1 		– Sell
-6,281
Closed -$306K – 1086
2025
Q4 		$306K Buy
+6,281
New +$307K 0.01% 692
2020
Q3 		– Sell
-4,108
Closed -$211K – 335
2020
Q2 		$211K Buy
+4,108
New +$210K 0.08% 264

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

StoneX Group's ISTB Position: Q3 2026 in Review

StoneX Group opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2026: 4,762 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #1273 among its holdings. This is a return to the name: StoneX Group previously reported a position in ISTB as recently as Q4 2025.

StoneX Group first reported a position in ISTB in Q2 2020 and has held it in 3 quarters since. The position peaked at $306K in Q4 2025. 235 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • StoneX Group held 4,762 shares of iShares Core 1-5 Year USD Bond ETF worth $225K as of Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new StoneX Group position in Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of StoneX Group's portfolio in Q3 2026, its #1273 holding.
  • StoneX Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and has held it in 3 quarters since.
  • StoneX Group's iShares Core 1-5 Year USD Bond ETF position peaked at $306K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.