ATPW
ISTB icon

Ashton Thomas Private Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Ashton Thomas Private Wealth’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 		$409K Sell
8,482
-3,207
-27% -$155K 0.01% 856
2026
Q1 		$566K Buy
11,689
+661
+6% +$32.2K 0.01% 690
2025
Q4 		$538K Buy
11,028
+349
+3% +$17K 0.01% 641
2025
Q3 		$522K Buy
10,679
+858
+9% +$41.7K 0.01% 640
2025
Q2 		$478K Sell
9,821
-359
-4% -$17.3K 0.02% 593
2025
Q1 		$492K Buy
10,180
+470
+5% +$22.6K 0.02% 553
2024
Q4 		$464K Buy
9,710
+541
+6% +$26K 0.02% 548
2024
Q3 		$446K Buy
9,169
+326
+4% +$15.7K 0.02% 451
2024
Q2 		$419K Sell
8,843
-1,443
-14% -$68.1K 0.02% 451
2024
Q1 		$488K Sell
10,286
-40
-0.4% -$1.9K 0.03% 425
2023
Q4 		$491K Sell
10,326
-1,353
-12% -$63.2K 0.03% 430
2023
Q3 		$542K Buy
11,679
+602
+5% +$28K 0.04% 383
2023
Q2 		$517K Buy
11,077
+3,342
+43% +$157K 0.04% 389
2023
Q1 		$365K Buy
7,735
+7
+0.1% +$328 0.03% 396
2022
Q4 		$359K Buy
7,728
+199
+3% +$9.21K 0.04% 375
2022
Q3 		$347K Buy
7,529
+1,805
+32% +$85.2K 0.04% 368
2022
Q2 		$271K Buy
+5,724
New +$273K 0.03% 391
2020
Q1 		– Sell
-4,840
Closed -$244K – 227
2019
Q4 		$244K Sell
4,840
-376
-7% -$18.9K 0.08% 208
2019
Q3 		$263K Sell
5,216
-398
-7% -$20.1K 0.11% 161
2019
Q2 		$283K Hold
5,614
– – 0.11% 146
2019
Q1 		$280K Buy
+5,614
New +$277K 0.12% 140

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

Ashton Thomas Private Wealth's ISTB Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 27% in Q2 2026, selling an estimated $155K and leaving 8,482 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #856.

Ashton Thomas Private Wealth first reported a position in ISTB in Q1 2019 and has held it in 21 quarters since. The position peaked at $566K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Ashton Thomas Private Wealth held 8,482 shares of iShares Core 1-5 Year USD Bond ETF worth $409K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 3,207 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $155K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #856 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Ashton Thomas Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $566K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.