Whitney & Co’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Whitney & Co’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	$488K	Buy	+10,319	New	+$494K	0.03%	120
2023 Q3	–	Sell	-4,350	Closed	-$203K	–	123
2023 Q2	$203K	Sell	4,350 -120	-3%	-$5.64K	0.03%	120
2023 Q1	$211K	Hold	4,470	–	–	0.03%	116
2022 Q4	$208K	Sell	4,470 -360	-7%	-$16.7K	0.04%	118
2022 Q3	$223K	Hold	4,830	–	–	0.04%	118
2022 Q2	$229K	Sell	4,830 -650	-12%	-$31K	0.04%	115
2022 Q1	$266K	Sell	5,480 -300	-5%	-$14.8K	0.04%	119
2021 Q4	$291K	Hold	5,780	–	–	0.04%	114
2021 Q3	$295K	Hold	5,780	–	–	0.05%	111
2021 Q2	$296K	Sell	5,780 -650	-10%	-$33.4K	0.05%	109
2021 Q1	$330K	Sell	6,430 -600	-9%	-$30.9K	0.06%	101
2020 Q4	$363K	Sell	7,030 -281	-4%	-$14.5K	0.06%	100
2020 Q3	$377K	Sell	7,311 -150	-2%	-$7.74K	0.07%	92
2020 Q2	$384K	Sell	7,461 -1,765	-19%	-$90.2K	0.08%	82
2020 Q1	$466K	Sell	9,226 -4,027	-30%	-$203K	0.11%	70
2019 Q4	$668K	Sell	13,253 -11,267	-46%	-$568K	0.13%	76
2019 Q3	$1.24M	Buy	24,520 +12,278	+100%	+$619K	0.26%	62
2019 Q2	$617K	Buy	12,242 +200	+2%	+$10K	0.14%	77
2019 Q1	$600K	Buy	+12,042	New	+$595K	0.14%	76

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Whitney & Co's ISTB Position: Q3 2026 in Review

Whitney & Co opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2026: 10,319 shares worth $488K. The stake represents 0.03% of the portfolio and ranks #120 among its holdings. This is a return to the name: Whitney & Co previously reported a position in ISTB as recently as Q2 2023.

Whitney & Co first reported a position in ISTB in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2019. 216 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Whitney & Co held 10,319 shares of iShares Core 1-5 Year USD Bond ETF worth $488K as of Q3 2026.
iShares Core 1-5 Year USD Bond ETF was a new Whitney & Co position in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.03% of Whitney & Co's portfolio in Q3 2026, its #120 holding.
Whitney & Co first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 19 quarters since.
Whitney & Co's iShares Core 1-5 Year USD Bond ETF position peaked at $1.24M in Q3 2019.
216 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Whitney & Co's 13F filing for Q3 2026, filed 3 Nov 2026.