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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
Q2 		$94.3K Sell
1,955
-940
-32% -$45.4K ﹤0.01% 1928
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 $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

AE Wealth Management's ISTB Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 32% in Q2 2026, selling an estimated $45.4K and leaving 1,955 shares worth $94.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

AE Wealth Management first reported a position in ISTB in Q3 2019 and has held it in 25 quarters since. The position peaked at $18.6M in Q3 2022. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • AE Wealth Management held 1,955 shares of iShares Core 1-5 Year USD Bond ETF worth $94.3K as of Q2 2026.
  • AE Wealth Management sold 940 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $45.4K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1928 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 25 quarters since.
  • AE Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $18.6M in Q3 2022.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.