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

West Paces 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 		$115K Sell
2,429
-2,000
-45% -$95.7K 0.02% 207
2026
Q2 		$214K Sell
4,429
-673
-13% -$32.5K 0.04% 163
2026
Q1 		$247K Hold
5,102
– – 0.05% 138
2025
Q4 		$249K Buy
+5,102
New +$249K 0.05% 143

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
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 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
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

West Paces Advisors's ISTB Position: Q3 2026 in Review

West Paces Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 45% in Q3 2026, selling an estimated $95.7K and leaving 2,429 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #207.

West Paces Advisors first reported a position in ISTB in Q4 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 43 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • West Paces Advisors held 2,429 shares of iShares Core 1-5 Year USD Bond ETF worth $115K as of Q3 2026.
  • West Paces Advisors sold 2,000 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $95.7K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of West Paces Advisors's portfolio in Q3 2026, its #207 holding.
  • West Paces Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • West Paces Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $249K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.