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

Advisory Services Network’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	$1.27M	Sell	26,291 -460	-2%	-$22.2K	0.01%	895
2026 Q1	$1.3M	Buy	26,751 +4,284	+19%	+$209K	0.02%	811
2025 Q4	$1.1M	Sell	22,467 -102	-0.5%	-$4.98K	0.02%	846
2025 Q3	$1.1M	Buy	22,569 +112	+0.5%	+$5.45K	0.02%	816
2025 Q2	$1.09M	Buy	22,457 +363	+2%	+$17.5K	0.02%	788
2025 Q1	$1.07M	Buy	22,094 +342	+2%	+$16.4K	0.02%	738
2024 Q4	$1.04M	Sell	21,752 -330	-1%	-$15.8K	0.02%	731
2024 Q3	$1.05M	Hold	22,082	–	–	0.02%	698
2024 Q2	$1.05M	Buy	22,082 +643	+3%	+$30.3K	0.02%	698
2024 Q1	$1.02M	Buy	21,439 +3,015	+16%	+$143K	0.02%	681
2023 Q4	$876K	Sell	18,424 -2,557	-12%	-$119K	0.02%	684
2023 Q3	$973K	Sell	20,981 -5,364	-20%	-$250K	0.03%	640
2023 Q2	$1.23M	Sell	26,345 -9,974	-27%	-$469K	0.03%	551
2023 Q1	$1.71M	Sell	36,319 -35,811	-50%	-$1.68M	0.05%	452
2022 Q4	$3.35M	Buy	72,130 +5,777	+9%	+$267K	0.1%	236
2022 Q3	$3.06M	Buy	66,353 +39,071	+143%	+$1.84M	0.11%	230
2022 Q2	$1.29M	Sell	27,282 -52	-0.2%	-$2.48K	0.04%	486
2022 Q1	$1.32M	Sell	27,334 -1,175	-4%	-$58K	0.04%	537
2021 Q4	$1.44M	Sell	28,509 -44,730	-61%	-$2.27M	0.04%	498
2021 Q3	$3.74M	Sell	73,239 -19,659	-21%	-$1.01M	0.12%	216
2021 Q2	$4.76M	Buy	92,898 +7,016	+8%	+$360K	0.15%	169
2021 Q1	$4.41M	Buy	85,882 +11,848	+16%	+$610K	0.16%	155
2020 Q4	$3.82M	Buy	74,034 +6,600	+10%	+$340K	0.15%	173
2020 Q3	$3.48M	Sell	67,434 -1,560	-2%	-$80.5K	0.16%	158
2020 Q2	$3.55M	Sell	68,994 -13,031	-16%	-$666K	0.19%	137
2020 Q1	$4.14M	Sell	82,025 -4,854	-6%	-$245K	0.27%	78
2019 Q4	$4.38M	Buy	86,879 +12,545	+17%	+$632K	0.23%	106
2019 Q3	$3.75M	Hold	74,334	–	–	0.23%	109
2019 Q2	$3.75M	Sell	74,334 -2,138	-3%	-$107K	0.23%	109
2019 Q1	$3.81M	Buy	76,472 +17,494	+30%	+$865K	0.27%	90
2018 Q4	$2.89M	Sell	58,978 -5,372	-8%	-$262K	0.25%	98
2018 Q3	$3.15M	Buy	64,350 +10,428	+19%	+$511K	0.23%	116
2018 Q2	$2.64M	Buy	53,922 +16,163	+43%	+$793K	0.2%	129
2018 Q1	$1.86M	Buy	37,759 +11,778	+45%	+$582K	0.15%	177
2017 Q4	$1.29M	Buy	25,981 +1,995	+8%	+$99.7K	0.11%	241
2017 Q3	$1.21M	Buy	23,986 +172	+0.7%	+$8.65K	0.14%	189
2017 Q2	$1.2M	Buy	23,814 +288	+1%	+$14.5K	0.16%	172
2017 Q1	$1.18M	Buy	+23,526	New	+$1.18M	0.17%	144
2016 Q3	$1.08M	Buy	21,274 +5,704	+37%	+$289K	0.2%	118
2016 Q2	$791K	Buy	15,570 +8,764	+129%	+$442K	0.18%	147
2016 Q1	$342K	Buy	6,806 +5,120	+304%	+$255K	0.09%	269
2015 Q4	$84K	Sell	1,686 -2,114	-56%	-$106K	0.03%	479
2015 Q3	$191K	Buy	3,800 +794	+26%	+$39.8K	0.06%	284
2015 Q2	$151K	Sell	3,006 -646	-18%	-$32.5K	0.04%	319
2015 Q1	$184K	Buy	3,652 +528	+17%	+$26.5K	0.05%	295
2014 Q4	$157K	Buy	+3,124	New	+$157K	0.05%	274

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Advisory Services Network's ISTB Position: Q2 2026 in Review

Advisory Services Network reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.7% in Q2 2026, selling an estimated $22.2K and leaving 26,291 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #895.

Advisory Services Network first reported a position in ISTB in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.76M in Q2 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Advisory Services Network held 26,291 shares of iShares Core 1-5 Year USD Bond ETF worth $1.27M as of Q2 2026.
Advisory Services Network sold 460 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $22.2K.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #895 holding.
Advisory Services Network first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2014 and has held it in 46 quarters since.
Advisory Services Network's iShares Core 1-5 Year USD Bond ETF position peaked at $4.76M in Q2 2021.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.