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Abundance Wealth Counselors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Abundance Wealth Counselors’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 		$24.4M Buy
506,326
+259,998
+106% +$12.6M 1.59% 11
2026
Q1 		$11.9M Buy
246,328
+10,968
+5% +$534K 1.71% 11
2025
Q4 		$11.5M Sell
235,360
-2,748
-1% -$134K 1.94% 11
2025
Q3 		$11.6M Buy
238,108
+19,824
+9% +$964K 1.99% 10
2025
Q2 		$10.6M Sell
218,284
-12,063
-5% -$582K 1.99% 11
2025
Q1 		$11.1M Sell
230,347
-13,249
-5% -$636K 2.33% 10
2024
Q4 		$11.6M Buy
243,596
+309
+0.1% +$14.8K 2.53% 9
2024
Q3 		$11.8M Buy
243,287
+71,368
+42% +$3.44M 2.45% 8
2024
Q2 		$8.14M Buy
171,919
+4,831
+3% +$228K 3.75% 7
2024
Q1 		$7.93M Buy
167,088
+11,628
+7% +$551K 1.82% 10
2023
Q4 		$7.39M Buy
155,460
+3,872
+3% +$181K 1.92% 10
2023
Q3 		$7.03M Buy
151,588
+21,146
+16% +$984K 2.01% 8
2023
Q2 		$6.08M Sell
130,442
-136,642
-51% -$6.42M 3.15% 5
2023
Q1 		$12.6M Buy
267,084
+26,139
+11% +$1.22M 3.18% 5
2022
Q4 		$11.2M Buy
240,945
+234,680
+3,746% +$10.9M 3.05% 5
2022
Q3 		$289K Sell
6,265
-19,919
-76% -$940K 0.08% 111
2022
Q2 		$1.24M Sell
26,184
-4,319
-14% -$206K 0.34% 44
2022
Q1 		$1.48M Buy
30,503
+2,618
+9% +$129K 0.4% 43
2021
Q4 		$1.41M Buy
27,885
+7,726
+38% +$391K 0.36% 45
2021
Q3 		$1.03M Buy
20,159
+6,551
+48% +$336K 0.6% 21
2021
Q2 		$698K Sell
13,608
-7,321
-35% -$376K 0.18% 63
2021
Q1 		$1.07M Sell
20,929
-27,547
-57% -$1.42M 0.27% 37
2020
Q4 		$2.5M Sell
48,476
-77,483
-62% -$3.99M 0.63% 14
2020
Q3 		$6.49M Sell
125,959
-32,725
-21% -$1.69M 1.87% 9
2020
Q2 		$8.17M Buy
158,684
+1,141
+0.7% +$58.3K 2.48% 10
2020
Q1 		$7.96M Sell
157,543
-143,974
-48% -$7.27M 2.76% 9
2019
Q4 		$15.2M Buy
301,517
+62,254
+26% +$3.14M 4.23% 8
2019
Q3 		$12.1M Buy
239,263
+5,177
+2% +$261K 3.68% 9
2019
Q2 		$11.8M Buy
234,086
+115,503
+97% +$5.77M 3.67% 9
2019
Q1 		$5.91M Buy
118,583
+17,276
+17% +$854K 1.94% 8
2018
Q4 		$4.97M Buy
+101,307
New +$4.94M 1.83% 9

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Abundance Wealth Counselors's ISTB Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 106% in Q2 2026, buying an estimated $12.6M and bringing the position to 506,326 shares worth $24.4M. The position accounts for 1.59% of the portfolio, ranked #11.

Abundance Wealth Counselors first reported a position in ISTB in Q4 2018 and has held it in 31 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Abundance Wealth Counselors held 506,326 shares of iShares Core 1-5 Year USD Bond ETF worth $24.4M as of Q2 2026.
  • Abundance Wealth Counselors bought 259,998 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $12.6M.
  • iShares Core 1-5 Year USD Bond ETF made up 1.59% of Abundance Wealth Counselors's portfolio in Q2 2026, its #11 holding.
  • Abundance Wealth Counselors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.