WFAG
ISTB icon

Wescott Financial Advisory Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Wescott Financial Advisory 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
Q2 		$12.7M Buy
262,339
+17,037
+7% +$823K 0.98% 23
2026
Q1 		$11.9M Buy
245,302
+27,487
+13% +$1.34M 1.04% 22
2025
Q4 		$10.6M Buy
217,815
+20,233
+10% +$987K 0.93% 24
2025
Q3 		$9.65M Buy
197,582
+14,722
+8% +$716K 0.87% 24
2025
Q2 		$8.9M Buy
182,860
+2,310
+1% +$111K 0.85% 23
2025
Q1 		$8.73M Buy
180,550
+8,161
+5% +$392K 0.91% 23
2024
Q4 		$8.24M Buy
172,389
+20,579
+14% +$988K 0.85% 23
2024
Q3 		$7.39M Buy
151,810
+10,526
+7% +$507K 0.79% 24
2024
Q2 		$6.69M Buy
141,284
+13,891
+11% +$655K 0.78% 24
2024
Q1 		$6.04M Buy
127,393
+21,084
+20% +$1,000K 0.75% 27
2023
Q4 		$5.06M Buy
106,309
+14,893
+16% +$695K 0.71% 27
2023
Q3 		$4.24M Buy
91,416
+23,831
+35% +$1.11M 0.78% 29
2023
Q2 		$3.15M Buy
67,585
+13,744
+26% +$646K 0.56% 40
2023
Q1 		$2.54M Sell
53,841
-21,578
-29% -$1.01M 0.55% 37
2022
Q4 		$3.5M Buy
75,419
+33,392
+79% +$1.55M 0.76% 30
2022
Q3 		$1.94M Buy
42,027
+3,643
+9% +$172K 0.54% 36
2022
Q2 		$1.82M Sell
38,384
-16,319
-30% -$779K 0.49% 35
2022
Q1 		$2.65M Buy
54,703
+30,118
+123% +$1.49M 0.68% 28
2021
Q4 		$1.24M Buy
24,585
+494
+2% +$25K 0.64% 19
2021
Q3 		$1.23M Buy
24,091
+125
+0.5% +$6.41K 0.7% 20
2021
Q2 		$1.23M Buy
23,966
+3,420
+17% +$176K 0.73% 19
2021
Q1 		$1.05M Buy
20,546
+1,761
+9% +$90.7K 0.68% 19
2020
Q4 		$970K Buy
+18,785
New +$968K 0.68% 18

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Wescott Financial Advisory Group's ISTB Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.9% in Q2 2026, buying an estimated $823K and bringing the position to 262,339 shares worth $12.7M. The position accounts for 0.98% of the portfolio, ranked #23.

Wescott Financial Advisory Group first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Wescott Financial Advisory Group held 262,339 shares of iShares Core 1-5 Year USD Bond ETF worth $12.7M as of Q2 2026.
  • Wescott Financial Advisory Group bought 17,037 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $823K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.98% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #23 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.