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

Arete Wealth 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	$602K	Buy	12,468 +362	+3%	+$17.5K	0.04%	275
2026 Q1	$587K	Sell	12,106 -8,081	-40%	-$394K	0.04%	262
2025 Q4	$984K	Sell	20,187 -51,334	-72%	-$2.51M	0.07%	243
2025 Q3	$3.49M	Buy	71,521 +57,975	+428%	+$2.82M	0.22%	94
2025 Q2	$659K	Buy	13,546 +8,036	+146%	+$388K	0.05%	340
2025 Q1	$266K	Buy	+5,510	New	+$265K	0.02%	579
2023 Q2	–	Sell	-10,165	Closed	-$479K	–	711
2023 Q1	$479K	Sell	10,165 -5,126	-34%	-$240K	0.04%	354
2022 Q4	$710K	Sell	15,291 -28,212	-65%	-$1.31M	0.06%	263
2022 Q3	$2M	Sell	43,503 -327,353	-88%	-$15.4M	0.2%	102
2022 Q2	$17.6M	Buy	+370,856	New	+$17.7M	1.78%	11
2021 Q3	–	Sell	-35,244	Closed	-$1.58M	–	433
2021 Q2	$1.58M	Buy	+35,244	New	+$1.81M	0.22%	89

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

Arete Wealth Advisors's ISTB Position: Q2 2026 in Review

Arete Wealth Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3% in Q2 2026, buying an estimated $17.5K and bringing the position to 12,468 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #275.

Arete Wealth Advisors first reported a position in ISTB in Q2 2021 and has held it in 11 quarters since. The position peaked at $17.6M in Q2 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Arete Wealth Advisors held 12,468 shares of iShares Core 1-5 Year USD Bond ETF worth $602K as of Q2 2026.
Arete Wealth Advisors bought 362 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $17.5K.
iShares Core 1-5 Year USD Bond ETF made up 0.04% of Arete Wealth Advisors's portfolio in Q2 2026, its #275 holding.
Arete Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and has held it in 11 quarters since.
Arete Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $17.6M in Q2 2022.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.