iShares Core 1-5 Year USD Bond ETF $ISTB Stake Increased by Wescott Financial Advisory Group LLC

Posted by on Jun 12th, 2026

Wescott Financial Advisory Group LLC increased its stake in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 217,815 shares of the company’s stock after buying an additional 20,233 shares during the period. iShares Core 1-5 Year USD Bond ETF comprises about 0.9% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 25th largest position. Wescott Financial Advisory Group LLC owned approximately 0.22% of iShares Core 1-5 Year USD Bond ETF worth $10,618,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in ISTB. Acorns Advisers LLC increased its stake in shares of iShares Core 1-5 Year USD Bond ETF by 7.8% in the third quarter. Acorns Advisers LLC now owns 10,992,587 shares of the company’s stock worth $536,878,000 after buying an additional 793,589 shares during the last quarter. Boyd Wealth Management LLC bought a new stake in iShares Core 1-5 Year USD Bond ETF during the fourth quarter valued at $13,198,000. JPMorgan Chase & Co. raised its holdings in shares of iShares Core 1-5 Year USD Bond ETF by 24.6% during the fourth quarter. JPMorgan Chase & Co. now owns 1,071,154 shares of the company’s stock worth $52,219,000 after purchasing an additional 211,271 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of iShares Core 1-5 Year USD Bond ETF by 60.0% during the second quarter. Ameriprise Financial Inc. now owns 513,291 shares of the company’s stock worth $24,979,000 after purchasing an additional 192,418 shares during the period. Finally, Bank of America Corp DE raised its holdings in shares of iShares Core 1-5 Year USD Bond ETF by 22.7% during the third quarter. Bank of America Corp DE now owns 938,044 shares of the company’s stock worth $45,814,000 after purchasing an additional 173,303 shares during the period.

iShares Core 1-5 Year USD Bond ETF Stock Performance

Shares of NASDAQ:ISTB opened at $48.20 on Friday. The stock has a market capitalization of $4.72 billion, a price-to-earnings ratio of 10.99 and a beta of 0.11. iShares Core 1-5 Year USD Bond ETF has a 1-year low of $48.02 and a 1-year high of $49.05. The company’s fifty day moving average is $48.32 and its two-hundred day moving average is $48.59.

iShares Core 1-5 Year USD Bond ETF Cuts Dividend

The firm also recently announced a monthly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, June 1st were issued a dividend of $0.172 per share. This represents a c) dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date of this dividend was Monday, June 1st.

iShares Core 1-5 Year USD Bond ETF Company Profile

(Free Report)

The iShares Core 1-5 Year USD Bond ETF (ISTB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks a broad USD-denominated bond index with 1-5 years remaining in maturities. ISTB was launched on Oct 18, 2012 and is managed by BlackRock.

Featured Articles

Institutional Ownership by Quarter for iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Receive News & Ratings for iShares Core 1-5 Year USD Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core 1-5 Year USD Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.