Townsend & Associates
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Townsend & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Townsend & 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
Q3 		$59.8M Buy
1,263,483
+22,852
+2% +$1.09M 5.03% 2
2026
Q2 		$59.6M Buy
1,240,631
+35,064
+3% +$1.69M 5.08% 2
2026
Q1 		$58.5M Buy
1,205,567
+38,846
+3% +$1.89M 5.05% 2
2025
Q4 		$56.9M Buy
1,166,721
+17,652
+2% +$861K 5.07% 2
2025
Q3 		$56.2M Buy
1,149,069
+38,543
+3% +$1.87M 5.33% 2
2025
Q2 		$53.9M Buy
1,110,526
+17,378
+2% +$839K 5.34% 2
2025
Q1 		$52.7M Buy
1,093,148
+67,352
+7% +$3.23M 5.49% 2
2024
Q4 		$49.1M Buy
1,025,796
+20,517
+2% +$985K 5.03% 2
2024
Q3 		$48.3M Buy
1,005,279
+35,675
+4% +$1.72M 4.96% 2
2024
Q2 		$46.3M Buy
969,604
+24,532
+3% +$1.16M 5.14% 2
2024
Q1 		$44.4M Buy
945,072
+20,866
+2% +$989K 5.18% 2
2023
Q4 		$43.9M Buy
924,206
+413,561
+81% +$19.3M 5.49% 2
2023
Q3 		$23.6M Buy
510,645
+214,261
+72% +$10M 4.99% 4
2023
Q2 		$13.8M Buy
296,384
+187,292
+172% +$8.8M 3.56% 4
2023
Q1 		$5.15M Buy
109,092
+64,496
+145% +$3.02M 2.07% 12
2022
Q4 		$2.08M Buy
44,596
+8,910
+25% +$412K 1.03% 37
2022
Q3 		$1.64M Buy
35,686
+4,956
+16% +$234K 0.76% 47
2022
Q2 		$1.45M Buy
30,730
+738
+2% +$35.2K 0.67% 52
2022
Q1 		$1.44M Buy
29,992
+5,109
+21% +$252K 0.66% 58
2021
Q4 		$1.24M Buy
24,883
+602
+2% +$30.5K 0.68% 59
2021
Q3 		$1.23M Buy
24,281
+6,297
+35% +$323K 0.61% 59
2021
Q2 		$922K Buy
17,984
+385
+2% +$19.8K 0.54% 57
2021
Q1 		$903K Buy
+17,599
New +$906K 0.59% 59

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
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
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Townsend & Associates's ISTB Position: Q3 2026 in Review

Townsend & Associates increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.8% in Q3 2026, buying an estimated $1.09M and bringing the position to 1,263,483 shares worth $59.8M. The position accounts for 5.03% of the portfolio, ranked #2.

Townsend & Associates first reported a position in ISTB in Q1 2021 and has held it in 23 quarters since. 148 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Townsend & Associates held 1,263,483 shares of iShares Core 1-5 Year USD Bond ETF worth $59.8M as of Q3 2026.
  • Townsend & Associates bought 22,852 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $1.09M.
  • iShares Core 1-5 Year USD Bond ETF made up 5.03% of Townsend & Associates's portfolio in Q3 2026, its #2 holding.
  • Townsend & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.