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

AE Wealth Management’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
Q1 		$140K Buy
2,895
+85
+3% +$4.14K ﹤0.01% 1697
2025
Q4 		$137K Buy
2,810
+1,867
+198% +$91.1K ﹤0.01% 1610
2025
Q3 		$46K Hold
943
– – ﹤0.01% 1732
2025
Q2 		$45.9K Sell
943
-758
-45% -$36.6K ﹤0.01% 1622
2025
Q1 		$82.2K Sell
1,701
-994
-37% -$47.7K ﹤0.01% 1494
2024
Q4 		$129K Buy
+2,695
New +$129K ﹤0.01% 1375
2024
Q1 		– Sell
-65,270
Closed -$3.1M – 1575
2023
Q4 		$3.1M Sell
65,270
-224,666
-77% -$10.5M 0.02% 755
2023
Q3 		$13.4M Sell
289,936
-58,545
-17% -$2.72M 0.08% 302
2023
Q2 		$16.3M Sell
348,481
-2,679
-0.8% -$126K 0.1% 250
2023
Q1 		$16.6M Sell
351,160
-31,201
-8% -$1.46M 0.11% 230
2022
Q4 		$17.8M Sell
382,361
-20,509
-5% -$949K 0.13% 192
2022
Q3 		$18.6M Buy
402,870
+28,606
+8% +$1.35M 0.15% 148
2022
Q2 		$17.7M Buy
374,264
+60,647
+19% +$2.89M 0.14% 169
2022
Q1 		$15.2M Sell
313,617
-16,923
-5% -$836K 0.1% 197
2021
Q4 		$16.7M Buy
330,540
+14,954
+5% +$757K 0.12% 181
2021
Q3 		$16.1M Buy
315,586
+83,454
+36% +$4.28M 0.13% 167
2021
Q2 		$11.9M Sell
232,132
-15,159
-6% -$778K 0.1% 197
2021
Q1 		$12.7M Buy
247,291
+24,175
+11% +$1.24M 0.13% 164
2020
Q4 		$11.5M Sell
223,116
-73,857
-25% -$3.81M 0.13% 159
2020
Q3 		$15.3M Buy
296,973
+165,231
+125% +$8.52M 0.22% 103
2020
Q2 		$6.78M Sell
131,742
-44,805
-25% -$2.29M 0.1% 184
2020
Q1 		$8.92M Buy
176,547
+137,498
+352% +$6.94M 0.2% 99
2019
Q4 		$1.97M Buy
39,049
+28,671
+276% +$1.44M 0.04% 347
2019
Q3 		$524K Buy
+10,378
New +$523K 0.02% 600

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

AE Wealth Management's ISTB Position: Q1 2026 in Review

AE Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3% in Q1 2026, buying an estimated $4.14K and bringing the position to 2,895 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

AE Wealth Management first reported a position in ISTB in Q3 2019 and has held it in 24 quarters since. The position peaked at $18.6M in Q3 2022. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • AE Wealth Management held 2,895 shares of iShares Core 1-5 Year USD Bond ETF worth $140K as of Q1 2026.
  • AE Wealth Management bought 85 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $4.14K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1697 holding.
  • AE Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • AE Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $18.6M in Q3 2022.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.