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 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Values First Advisors's ISTB Position: Q1 2026 in Review

Values First Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.3% in Q1 2026, buying an estimated $153K and bringing the position to 140,270 shares worth $6.8M. The position accounts for 3.54% of the portfolio, ranked #3.

Values First Advisors first reported a position in ISTB in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.61M in Q3 2024. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

Values First Advisors held 140,270 shares of iShares Core 1-5 Year USD Bond ETF worth $6.8M as of Q1 2026.
Values First Advisors bought 3,140 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $153K.
iShares Core 1-5 Year USD Bond ETF made up 3.54% of Values First Advisors's portfolio in Q1 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 7 quarters since.
Values First Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $7.61M in Q3 2024.
393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.