AlphaCore Capital’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

AlphaCore Capital’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	$169K	Sell	3,493 -7,788	-69%	-$376K	﹤0.01%	1140
2026 Q1	$547K	Sell	11,281 -822	-7%	-$40K	0.01%	519
2025 Q4	$590K	Sell	12,103 -829	-6%	-$40.5K	0.01%	561
2025 Q3	$632K	Sell	12,932 -1,105	-8%	-$53.8K	0.02%	397
2025 Q2	$683K	Sell	14,037 -1,038	-7%	-$50.1K	0.03%	325
2025 Q1	$729K	Buy	+15,075	New	+$724K	0.06%	208
2024 Q1	–	Sell	-30,826	Closed	-$1.47M	–	261
2023 Q4	$1.47M	Sell	30,826 -4,927	-14%	-$230K	0.21%	76
2023 Q3	$1.66M	Sell	35,753 -3,873	-10%	-$180K	0.26%	64
2023 Q2	$1.85M	Buy	39,626 +2,285	+6%	+$107K	0.3%	65
2023 Q1	$1.76M	Buy	+37,341	New	+$1.75M	0.47%	35

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

AlphaCore Capital's ISTB Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 69% in Q2 2026, selling an estimated $376K and leaving 3,493 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

AlphaCore Capital first reported a position in ISTB in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q2 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

AlphaCore Capital held 3,493 shares of iShares Core 1-5 Year USD Bond ETF worth $169K as of Q2 2026.
AlphaCore Capital sold 7,788 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $376K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1140 holding.
AlphaCore Capital first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 10 quarters since.
AlphaCore Capital's iShares Core 1-5 Year USD Bond ETF position peaked at $1.85M in Q2 2023.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.