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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
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

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

Avidian Wealth Enterprises's ISTB Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.29% in Q2 2026, selling an estimated $2.08K and leaving 14,688 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #395.

Avidian Wealth Enterprises first reported a position in ISTB in Q3 2017 and has held it in 18 quarters since. The position peaked at $3.19M in Q2 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Avidian Wealth Enterprises held 14,688 shares of iShares Core 1-5 Year USD Bond ETF worth $709K as of Q2 2026.
  • Avidian Wealth Enterprises sold 43 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $2.08K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #395 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 18 quarters since.
  • Avidian Wealth Enterprises's iShares Core 1-5 Year USD Bond ETF position peaked at $3.19M in Q2 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.