AssetMark Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

AssetMark Inc’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	$161K	Sell	3,341 -121	-3%	-$5.84K	﹤0.01%	1502
2026 Q1	$168K	Sell	3,462 -643	-16%	-$31.3K	﹤0.01%	1394
2025 Q4	$200K	Buy	4,105 +1,698	+71%	+$82.9K	﹤0.01%	1308
2025 Q3	$118K	Buy	2,407 +659	+38%	+$32.1K	﹤0.01%	1391
2025 Q2	$85K	Buy	1,748 +1,631	+1,394%	+$78.7K	﹤0.01%	1409
2025 Q1	$5.66K	Buy	+117	New	+$5.62K	﹤0.01%	1970
2024 Q4	–	Sell	-32	Closed	-$1.56K	–	2633
2024 Q3	$1.56K	Hold	32	–	–	﹤0.01%	1925
2024 Q2	$1.52K	Buy	+32	New	+$1.51K	﹤0.01%	1791
2020 Q1	–	Sell	-151	Closed	-$8K	–	1447
2019 Q4	$8K	Buy	+151	New	+$7.61K	﹤0.01%	1052

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

AssetMark Inc's ISTB Position: Q2 2026 in Review

AssetMark Inc reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.5% in Q2 2026, selling an estimated $5.84K and leaving 3,341 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

AssetMark Inc first reported a position in ISTB in Q4 2019 and has held it in 9 quarters since. The position peaked at $200K in Q4 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

AssetMark Inc held 3,341 shares of iShares Core 1-5 Year USD Bond ETF worth $161K as of Q2 2026.
AssetMark Inc sold 121 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $5.84K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1502 holding.
AssetMark Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 9 quarters since.
AssetMark Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $200K in Q4 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.