BEACON HILL WEALTH MANAGEMENT LTD.’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’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 Q2	$1.01M	Buy	+20,936	New	+$1.01M	0.7%	15

Other funds holding ISTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

BEACON HILL WEALTH MANAGEMENT LTD.'s ISTB Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 20,936 shares worth $1.01M. The stake represents 0.7% of the portfolio and ranks #15 among its holdings.

323 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

BEACON HILL WEALTH MANAGEMENT LTD. held 20,936 shares of iShares Core 1-5 Year USD Bond ETF worth $1.01M as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.7% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #15 holding.
323 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.