ISTB — Ishares Core 1 5 Year

Ownership history in BCM ADVISORS, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which BCM ADVISORS, LLC reported a position in Ishares Core 1 5 Year (ISTB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.19% (2018 Q4)
Avg. % of fund
6.2%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 67,875 +8,320 +14.0% 0.63% $3.3M $48.41
2025 Q3 REDUCED 59,555 -223,700 -79.0% 0.59% $2.9M $47.83
2019 Q4 REDUCED 283,255 -82,617 -22.6% 5.19% $14.3M $42.29
2019 Q3 REDUCED 365,872 -14,080 -3.7% 7.95% $18.5M $42.00
2019 Q2 REDUCED 379,952 -47,266 -11.1% 8.77% $19.2M $41.66
2019 Q1 ADDED 427,218 +18,349 +4.5% 10.08% $21.3M $40.89
2018 Q4 INITIATED 408,869 — — 10.19% $20.1M $40.04
% of Fund (quarterly)    ISTB price (monthly, adj. close)

Other funds also holding ISTB

As of 2025 Q4 — sorted by position size

FPC INVESTMENT ADVISORY, INC. 16.17% Prosperity Planning, Inc. 3Y 12.31% Alexander Randolph Advisory, Inc. 11.97% Courage Miller Partners, LLC 3Y 7Y 8.1% IRON Financial LLC 3Y 7Y 7.52% Townsend Financial Planning, LLC 6.2% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.64% Boyd Wealth Management, LLC 3Y 5.6% SHP Wealth Management 5.5% Opal Wealth Advisors, LLC 3Y 5.14%
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