Sunesis Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sunesis Advisors’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	–	Sell	-55,021	Closed	-$2.65M	–	45
2026 Q2	$2.65M	Buy	+55,021	New	+$2.66M	1.1%	14
2024 Q2	–	Sell	-19,416	Closed	-$921K	–	49
2024 Q1	$921K	Buy	19,416 +711	+4%	+$33.7K	0.54%	31
2023 Q4	$890K	Sell	18,705 -12,143	-39%	-$567K	0.54%	33
2023 Q3	$1.43M	Buy	+30,848	New	+$1.44M	1.01%	15
2023 Q1	$1.45M	Buy	30,848 +863	+3%	+$40.4K	1.05%	15
2022 Q4	$1.39M	Hold	29,985	–	–	0.89%	24
2022 Q3	$1.38M	Hold	29,985	–	–	0.95%	21
2022 Q2	$1.42M	Buy	+29,985	New	+$1.43M	0.92%	23

Other funds holding ISTB

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Sunesis Advisors's ISTB Position: Q3 2026 in Review

Sunesis Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2026, closing a stake of 55,021 shares — an estimated $2.65M sold.

Sunesis Advisors first reported a position in ISTB in Q2 2022 and held it in 8 quarters. The position peaked at $2.65M in Q2 2026. 214 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Sunesis Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Sunesis Advisors sold 55,021 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $2.65M.
Sunesis Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and held it in 8 quarters.
Sunesis Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2.65M in Q2 2026.
214 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.