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Weaver Consulting Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Weaver Consulting Group’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 		$1.04M Sell
21,997
-18
-0.1% -$861 0.2% 102
2026
Q2 		$1.06M Buy
22,015
+7,704
+54% +$372K 0.22% 92
2026
Q1 		$694K Buy
14,311
+961
+7% +$46.8K 0.17% 114
2025
Q4 		$651K Buy
13,350
+6,500
+95% +$317K 0.16% 115
2025
Q3 		$335K Buy
6,850
+2,380
+53% +$116K 0.09% 172
2025
Q2 		$217K Buy
+4,470
New +$216K 0.06% 228
2023
Q2 		– Sell
-4,884
Closed -$230K – 187
2023
Q1 		$230K Hold
4,884
– – 0.11% 159
2022
Q4 		$227K Hold
4,884
– – 0.12% 157
2022
Q3 		$225K Hold
4,884
– – 0.13% 148
2022
Q2 		$232K Buy
+4,884
New +$233K 0.13% 145
2021
Q4 		– Sell
-15,536
Closed -$793K – 170
2021
Q3 		$793K Sell
15,536
-14,528
-48% -$744K 0.43% 44
2021
Q2 		$1.54M Sell
30,064
-31,792
-51% -$1.63M 0.87% 32
2021
Q1 		$3.17M Sell
61,856
-17,531
-22% -$903K 1.95% 11
2020
Q4 		$4.1M Sell
79,387
-22,945
-22% -$1.18M 2.56% 10
2020
Q3 		$5.28M Sell
102,332
-4,061
-4% -$209K 3.04% 7
2020
Q2 		$5.48M Sell
106,393
-6,305
-6% -$322K 3.19% 6
2020
Q1 		$5.69M Buy
112,698
+33,450
+42% +$1.69M 3.71% 5
2019
Q4 		$4M Buy
79,248
+46,833
+144% +$2.36M 2.14% 12
2019
Q3 		$1.63M Buy
32,415
+5,472
+20% +$276K 0.86% 28
2019
Q2 		$1.36M Buy
+26,943
New +$1.35M 0.74% 32

Other funds holding ISTB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FAI
Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Weaver Consulting Group's ISTB Position: Q3 2026 in Review

Weaver Consulting Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.08% in Q3 2026, selling an estimated $861 and leaving 21,997 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #102.

Weaver Consulting Group first reported a position in ISTB in Q2 2019 and has held it in 20 quarters since. The position peaked at $5.69M in Q1 2020. 63 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Weaver Consulting Group held 21,997 shares of iShares Core 1-5 Year USD Bond ETF worth $1.04M as of Q3 2026.
  • Weaver Consulting Group sold 18 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $861.
  • iShares Core 1-5 Year USD Bond ETF made up 0.2% of Weaver Consulting Group's portfolio in Q3 2026, its #102 holding.
  • Weaver Consulting Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2019 and has held it in 20 quarters since.
  • Weaver Consulting Group's iShares Core 1-5 Year USD Bond ETF position peaked at $5.69M in Q1 2020.
  • 63 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.