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Accredited Investor Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Accredited Investor Services’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 		$391K Sell
8,105
-1,776
-18% -$85.8K 0.22% 37
2026
Q1 		$479K Hold
9,881
– – 0.31% 28
2025
Q4 		$482K Hold
9,881
– – 0.32% 27
2025
Q3 		$483K Hold
9,881
– – 0.33% 28
2025
Q2 		$481K Buy
9,881
+168
+2% +$8.11K 0.36% 25
2025
Q1 		$470K Hold
9,713
– – 0.39% 26
2024
Q4 		$464K Buy
+9,713
New +$466K 0.37% 30

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

Accredited Investor Services's ISTB Position: Q2 2026 in Review

Accredited Investor Services reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 18% in Q2 2026, selling an estimated $85.8K and leaving 8,105 shares worth $391K. The position accounts for 0.22% of the portfolio, ranked #37.

Accredited Investor Services first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $483K in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Accredited Investor Services held 8,105 shares of iShares Core 1-5 Year USD Bond ETF worth $391K as of Q2 2026.
  • Accredited Investor Services sold 1,776 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $85.8K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.22% of Accredited Investor Services's portfolio in Q2 2026, its #37 holding.
  • Accredited Investor Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Accredited Investor Services's iShares Core 1-5 Year USD Bond ETF position peaked at $483K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.