Ballast Financial Advisors LLC Makes New Investment in iShares Core 1-5 Year USD Bond ETF $ISTB

Posted by ABMN Staff on Jun 18th, 2026

Ballast Financial Advisors LLC purchased a new position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 213,148 shares of the company’s stock, valued at approximately $10,391,000. iShares Core 1-5 Year USD Bond ETF accounts for 10.7% of Ballast Financial Advisors LLC’s holdings, making the stock its 3rd largest position. Ballast Financial Advisors LLC owned approximately 0.22% of iShares Core 1-5 Year USD Bond ETF as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in ISTB. Acorns Advisers LLC increased its position in iShares Core 1-5 Year USD Bond ETF by 7.8% in the 3rd 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 period. Boyd Wealth Management LLC acquired a new stake in shares of iShares Core 1-5 Year USD Bond ETF during the 4th quarter worth approximately $13,198,000. JPMorgan Chase & Co. grew its holdings in shares of iShares Core 1-5 Year USD Bond ETF by 24.6% during the 4th 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 in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of iShares Core 1-5 Year USD Bond ETF by 60.0% during the 2nd 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 in the last quarter. Finally, Bank of America Corp DE grew its holdings in shares of iShares Core 1-5 Year USD Bond ETF by 22.7% during the 3rd 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 in the last quarter.

iShares Core 1-5 Year USD Bond ETF Trading Down 0.3%

Shares of NASDAQ:ISTB opened at $48.10 on Thursday. 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 firm has a market capitalization of $4.71 billion, a PE ratio of 10.99 and a beta of 0.11. The business’s 50 day moving average is $48.31 and its 200-day moving average is $48.57.

iShares Core 1-5 Year USD Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, June 1st were issued a dividend of $0.172 per share. This represents a c) annualized dividend 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.