Avidian Wealth Enterprises
ISTB icon

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

Avidian Wealth Enterprises’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
Q3 		$252K Sell
5,331
-9,357
-64% -$448K 0.01% 656
2026
Q2 		$709K Sell
14,688
-43
-0.3% -$2.08K 0.02% 395
2026
Q1 		$714K Buy
14,731
+426
+3% +$20.8K 0.02% 360
2025
Q4 		$697K Buy
14,305
+1,221
+9% +$59.6K 0.03% 294
2025
Q3 		$639K Buy
13,084
+2,586
+25% +$126K 0.02% 312
2025
Q2 		$511K Buy
10,498
+4,810
+85% +$232K 0.02% 330
2025
Q1 		$275K Buy
+5,688
New +$273K 0.01% 438
2024
Q2 		– Sell
-4,255
Closed -$202K – 511
2024
Q1 		$202K Sell
4,255
-511
-11% -$24.2K 0.01% 424
2023
Q4 		$227K Sell
4,766
-2,554
-35% -$119K 0.01% 386
2023
Q3 		$340K Buy
7,320
+22
+0.3% +$1.02K 0.02% 310
2023
Q2 		$340K Buy
7,298
+1,103
+18% +$51.8K 0.02% 321
2023
Q1 		$292K Buy
6,195
+1,287
+26% +$60.2K 0.02% 387
2022
Q4 		$228K Buy
+4,908
New +$227K 0.01% 410
2022
Q2 		– Sell
-63,054
Closed -$3.06M – 475
2022
Q1 		$3.06M Buy
63,054
+151
+0.2% +$7.46K 0.19% 94
2021
Q4 		$3.17M Buy
62,903
+835
+1% +$42.3K 0.2% 90
2021
Q3 		$3.17M Sell
62,068
-132
-0.2% -$6.76K 0.24% 67
2021
Q2 		$3.19M Buy
+62,200
New +$3.19M 0.24% 69
2018
Q1 		– Sell
-4,186
Closed -$209K – 107
2017
Q4 		$209K Hold
4,186
– – 0.06% 96
2017
Q3 		$210K Buy
+4,186
New +$211K 0.08% 84

Other funds holding ISTB

Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
LJI Wealth Management
LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Avidian Wealth Enterprises's ISTB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 64% in Q3 2026, selling an estimated $448K and leaving 5,331 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #656.

Avidian Wealth Enterprises first reported a position in ISTB in Q3 2017 and has held it in 19 quarters since. The position peaked at $3.19M in Q2 2021. 220 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Avidian Wealth Enterprises held 5,331 shares of iShares Core 1-5 Year USD Bond ETF worth $252K as of Q3 2026.
  • Avidian Wealth Enterprises sold 9,357 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $448K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #656 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2017 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's iShares Core 1-5 Year USD Bond ETF position peaked at $3.19M in Q2 2021.
  • 220 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.