VFIC
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Valley Forge Investment Consultants’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Valley Forge Investment Consultants’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
Q1 		– Sell
-5,769
Closed -$281K – 85
2025
Q4 		$281K Buy
5,769
+79
+1% +$3.85K 0.08% 67
2025
Q3 		$278K Buy
5,690
+120
+2% +$5.84K 0.08% 70
2025
Q2 		$271K Buy
5,570
+72
+1% +$3.48K 0.09% 72
2025
Q1 		$266K Buy
5,498
+179
+3% +$8.59K 0.09% 67
2024
Q4 		$254K Buy
5,319
+70
+1% +$3.36K 0.09% 67
2024
Q3 		$256K Buy
5,249
+287
+6% +$13.8K 0.09% 69
2024
Q2 		$235K Buy
4,962
+72
+1% +$3.4K 0.09% 68
2024
Q1 		$232K Buy
4,890
+550
+13% +$26.1K 0.09% 69
2023
Q4 		$206K Buy
+4,340
New +$203K 0.09% 67
2023
Q1 		– Sell
-5,203
Closed -$242K – 74
2022
Q4 		$242K Sell
5,203
-6,960
-57% -$322K 0.13% 59
2022
Q3 		$561K Buy
12,163
+1,214
+11% +$57.3K 0.31% 36
2022
Q2 		$519K Sell
10,949
-349
-3% -$16.7K 0.26% 41
2022
Q1 		$548K Sell
11,298
-1,345
-11% -$66.4K 0.23% 44
2021
Q4 		$638K Sell
12,643
-6,775
-35% -$343K 0.28% 39
2021
Q3 		$992K Buy
19,418
+1,848
+11% +$94.7K 0.53% 25
2021
Q2 		$901K Buy
17,570
+73
+0.4% +$3.75K 0.49% 29
2021
Q1 		$897K Buy
17,497
+53
+0.3% +$2.73K 0.61% 29
2020
Q4 		$901K Buy
+17,444
New +$899K 0.78% 26

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Valley Forge Investment Consultants's ISTB Position: Q1 2026 in Review

Valley Forge Investment Consultants sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026, closing a stake of 5,769 shares — an estimated $281K sold.

Valley Forge Investment Consultants first reported a position in ISTB in Q4 2020 and held it in 18 quarters. The position peaked at $992K in Q3 2021. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Valley Forge Investment Consultants reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 5,769 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $281K.
  • Valley Forge Investment Consultants first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and held it in 18 quarters.
  • Valley Forge Investment Consultants's iShares Core 1-5 Year USD Bond ETF position peaked at $992K in Q3 2021.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.