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

Alexander Randolph Advisory’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	$15.8M	Buy	328,042 +13,191	+4%	+$637K	13.04%	2
2026 Q1	$15.3M	Buy	314,851 +19,341	+7%	+$942K	13.15%	2
2025 Q4	$14.4M	Buy	295,510 +10,541	+4%	+$514K	11.97%	2
2025 Q3	$13.9M	Buy	284,969 +34,478	+14%	+$1.68M	11.47%	2
2025 Q2	$12.2M	Buy	250,491 +40,843	+19%	+$1.97M	10.92%	2
2025 Q1	$10.1M	Buy	209,648 +4,580	+2%	+$220K	9.93%	2
2024 Q4	$9.8M	Sell	205,068 -15,124	-7%	-$726K	9.08%	2
2024 Q3	$10.7M	Sell	220,192 -3,420	-2%	-$165K	9.49%	2
2024 Q2	$10.6M	Sell	223,612 -353	-0.2%	-$16.6K	9.92%	2
2024 Q1	$10.6M	Buy	223,965 +33,773	+18%	+$1.6M	9.31%	2
2023 Q4	$9.05M	Buy	+190,192	New	+$8.88M	8.22%	3

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

Alexander Randolph Advisory's ISTB Position: Q2 2026 in Review

Alexander Randolph Advisory increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.2% in Q2 2026, buying an estimated $637K and bringing the position to 328,042 shares worth $15.8M. The position accounts for 13.04% of the portfolio, ranked #2.

Alexander Randolph Advisory first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Alexander Randolph Advisory held 328,042 shares of iShares Core 1-5 Year USD Bond ETF worth $15.8M as of Q2 2026.
Alexander Randolph Advisory bought 13,191 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $637K.
iShares Core 1-5 Year USD Bond ETF made up 13.04% of Alexander Randolph Advisory's portfolio in Q2 2026, its #2 holding.
Alexander Randolph Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Alexander Randolph Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.