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

Aptus Capital Advisors’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	$1.03M	Buy	21,360 +5,230	+32%	+$253K	0.01%	614
2026 Q1	$782K	Sell	16,130 -533	-3%	-$26K	0.01%	622
2025 Q4	$812K	Buy	16,663 +13	+0.1%	+$634	0.01%	623
2025 Q3	$813K	Sell	16,650 -4,533	-21%	-$220K	0.01%	591
2025 Q2	$1.03M	Buy	21,183 +38	+0.2%	+$1.83K	0.01%	533
2025 Q1	$1.02M	Sell	21,145 -1,528	-7%	-$73.4K	0.01%	504
2024 Q4	$1.08M	Sell	22,673 -5,173	-19%	-$248K	0.01%	485
2024 Q3	$1.36M	Buy	+27,846	New	+$1.34M	0.02%	362

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

Aptus Capital Advisors's ISTB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 32% in Q2 2026, buying an estimated $253K and bringing the position to 21,360 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #614.

Aptus Capital Advisors first reported a position in ISTB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q3 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Aptus Capital Advisors held 21,360 shares of iShares Core 1-5 Year USD Bond ETF worth $1.03M as of Q2 2026.
Aptus Capital Advisors bought 5,230 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $253K.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #614 holding.
Aptus Capital Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $1.36M in Q3 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.