Allworth Financial
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Allworth Financial’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Allworth Financial’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
Q3 		$3.42M Hold
70,887
– – 0.01% 453
2026
Q2 		$3.42M Sell
70,887
-4,224
-6% -$204K 0.01% 419
2026
Q1 		$3.64M Buy
75,111
+4,068
+6% +$198K 0.01% 413
2025
Q4 		$3.46M Buy
71,043
+2,431
+4% +$119K 0.01% 424
2025
Q3 		$3.35M Buy
68,612
+281
+0.4% +$13.7K 0.01% 396
2025
Q2 		$3.32M Buy
68,331
+200
+0.3% +$9.7K 0.02% 383
2025
Q1 		$3.29M Buy
68,131
+777
+1% +$37.3K 0.02% 322
2024
Q4 		$3.22M Sell
67,354
-451
-0.7% -$21.6K 0.02% 325
2024
Q3 		$3.3M Buy
67,805
+9,887
+17% +$476K 0.02% 256
2024
Q2 		$2.76M Sell
57,918
-716
-1% -$33.8K 0.02% 278
2024
Q1 		$2.78M Buy
58,634
+30
+0.1% +$1.42K 0.02% 260
2023
Q4 		$2.79M Sell
58,604
-13,681
-19% -$639K 0.02% 261
2023
Q3 		$3.35M Buy
72,285
+885
+1% +$41.2K 0.03% 212
2023
Q2 		$3.33M Buy
71,400
+2,126
+3% +$100K 0.03% 219
2023
Q1 		$3.27M Sell
69,274
-13,206
-16% -$618K 0.03% 203
2022
Q4 		$3.83M Sell
82,480
-36,380
-31% -$1.68M 0.04% 174
2022
Q3 		$5.48M Buy
118,860
+5,281
+5% +$249K 0.07% 122
2022
Q2 		$5.38M Buy
113,579
+3,424
+3% +$163K 0.07% 128
2022
Q1 		$5.34M Sell
110,155
-910,106
-89% -$45M 0.07% 134
2021
Q4 		$51.5M Buy
1,020,261
+90,943
+10% +$4.61M 0.73% 21
2021
Q3 		$47.5M Buy
929,318
+114,275
+14% +$5.86M 0.79% 18
2021
Q2 		$41.8M Buy
815,043
+200,588
+33% +$10.3M 0.77% 18
2021
Q1 		$31.5M Buy
614,455
+532,871
+653% +$27.4M 0.65% 24
2020
Q4 		$4.21M Buy
+81,584
New +$4.2M 0.11% 60
2020
Q2 		– Sell
-310
Closed -$16K – 1277
2020
Q1 		$16K Buy
+310
New +$15.6K ﹤0.01% 601

Other funds holding ISTB

Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Allworth Financial's ISTB Position: Q3 2026 in Review

Allworth Financial held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 70,887 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #453.

Allworth Financial first reported a position in ISTB in Q1 2020 and has held it in 25 quarters since. The position peaked at $51.5M in Q4 2021. 347 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Allworth Financial held 70,887 shares of iShares Core 1-5 Year USD Bond ETF worth $3.42M as of Q3 2026.
  • Allworth Financial left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Allworth Financial's portfolio in Q3 2026, its #453 holding.
  • Allworth Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Allworth Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $51.5M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.