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

Values First 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	$7.03M	Buy	148,757 +4,017	+3%	+$192K	3.3%	3
2026 Q2	$6.98M	Buy	144,740 +4,470	+3%	+$216K	3.19%	3
2026 Q1	$6.8M	Buy	140,270 +3,140	+2%	+$153K	3.54%	3
2025 Q4	$6.69M	Buy	137,130 +6,616	+5%	+$323K	3.47%	3
2025 Q3	$6.37M	Buy	130,514 +2,749	+2%	+$134K	3.41%	3
2025 Q2	$6.22M	Sell	127,765 -1,637	-1%	-$79K	3.39%	4
2025 Q1	$6.26M	Buy	129,402 +128	+0.1%	+$6.14K	3.65%	4
2024 Q4	$6.18M	Sell	129,274 -27,076	-17%	-$1.3M	3.4%	4
2024 Q3	$7.61M	Buy	+156,350	New	+$7.53M	4.13%	3

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

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

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Values First Advisors's ISTB Position: Q3 2026 in Review

Values First Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.8% in Q3 2026, buying an estimated $192K and bringing the position to 148,757 shares worth $7.03M. The position accounts for 3.3% of the portfolio, ranked #3.

Values First Advisors first reported a position in ISTB in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.61M in Q3 2024. 135 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Values First Advisors held 148,757 shares of iShares Core 1-5 Year USD Bond ETF worth $7.03M as of Q3 2026.
Values First Advisors bought 4,017 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $192K.
iShares Core 1-5 Year USD Bond ETF made up 3.3% of Values First Advisors's portfolio in Q3 2026, its #3 holding.
Values First Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and has held it in 9 quarters since.
Values First Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $7.61M in Q3 2024.
135 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.