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

Sunburst Financial 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
Q2 		$724K Sell
15,001
-28
-0.2% -$1.35K 0.12% 70
2026
Q1 		$728K Sell
15,029
-533
-3% -$26K 0.13% 61
2025
Q4 		$759K Buy
15,562
+13
+0.1% +$634 0.15% 57
2025
Q3 		$759K Sell
15,549
-4,533
-23% -$220K 0.16% 54
2025
Q2 		$977K Buy
20,082
+38
+0.2% +$1.83K 0.22% 47
2025
Q1 		$969K Sell
20,044
-1,528
-7% -$73.4K 0.24% 46
2024
Q4 		$1.03M Sell
21,572
-6,274
-23% -$301K 0.25% 46
2024
Q3 		$1.36M Sell
27,846
-555
-2% -$26.7K 0.34% 39
2024
Q2 		$1.35M Buy
28,401
+1,928
+7% +$90.9K 0.36% 36
2024
Q1 		$1.25M Sell
26,473
-10,614
-29% -$503K 0.35% 39
2023
Q4 		$1.76M Buy
37,087
+11,668
+46% +$545K 0.55% 29
2023
Q3 		$1.18M Sell
25,419
-9,331
-27% -$434K 0.42% 34
2023
Q2 		$1.62M Sell
34,750
-4,717
-12% -$222K 0.57% 32
2023
Q1 		$1.86M Sell
39,467
-3,226
-8% -$151K 0.69% 28
2022
Q4 		$1.98M Sell
42,693
-18,131
-30% -$839K 0.79% 25
2022
Q3 		$2.8M Sell
60,824
-8,629
-12% -$407K 1.36% 17
2022
Q2 		$3.29M Sell
69,453
-42,836
-38% -$2.04M 1.58% 13
2022
Q1 		$5.44M Buy
112,289
+24,033
+27% +$1.19M 2.69% 10
2021
Q4 		$4.45M Buy
88,256
+50,052
+131% +$2.53M 2.26% 11
2021
Q3 		$1.95M Buy
38,204
+3,989
+12% +$204K 1.21% 17
2021
Q2 		$1.75M Buy
34,215
+3,794
+12% +$195K 1.12% 17
2021
Q1 		$1.56M Buy
30,421
+4,200
+16% +$216K 1.09% 17
2020
Q4 		$1.35M Buy
26,221
+8,403
+47% +$433K 1.02% 16
2020
Q3 		$919K Buy
17,818
+4,019
+29% +$207K 0.78% 18
2020
Q2 		$710K Buy
13,799
+960
+7% +$49K 0.64% 19
2020
Q1 		$648K Buy
+12,839
New +$648K 0.68% 17

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
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

Sunburst Financial Group's ISTB Position: Q2 2026 in Review

Sunburst Financial Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.19% in Q2 2026, selling an estimated $1.35K and leaving 15,001 shares worth $724K. The position accounts for 0.12% of the portfolio, ranked #70.

Sunburst Financial Group first reported a position in ISTB in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.44M in Q1 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Sunburst Financial Group held 15,001 shares of iShares Core 1-5 Year USD Bond ETF worth $724K as of Q2 2026.
  • Sunburst Financial Group sold 28 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.35K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.12% of Sunburst Financial Group's portfolio in Q2 2026, its #70 holding.
  • Sunburst Financial Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Sunburst Financial Group's iShares Core 1-5 Year USD Bond ETF position peaked at $5.44M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.