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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
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% +$9.65K 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% +$99.9K 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

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

Allworth Financial's ISTB Position: Q2 2026 in Review

Allworth Financial reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.6% in Q2 2026, selling an estimated $204K and leaving 70,887 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #419.

Allworth Financial first reported a position in ISTB in Q1 2020 and has held it in 24 quarters since. The position peaked at $51.5M in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Allworth Financial held 70,887 shares of iShares Core 1-5 Year USD Bond ETF worth $3.42M as of Q2 2026.
  • Allworth Financial sold 4,224 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $204K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #419 holding.
  • Allworth Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Allworth Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $51.5M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.