Banque Transatlantique’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Banque Transatlantique’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	$110K	Hold	2,336	–	–	﹤0.01%	314
2026 Q2	$113K	Buy	2,336 +210	+10%	+$10.1K	﹤0.01%	316
2026 Q1	$103K	Hold	2,126	–	–	﹤0.01%	279
2025 Q4	$104K	Buy	2,126 +684	+47%	+$33.4K	﹤0.01%	145
2025 Q3	$70.4K	Hold	1,442	–	–	﹤0.01%	154
2025 Q2	$70.2K	Buy	+1,442	New	+$69.6K	﹤0.01%	144
2025 Q1	–	Sell	-2,352	Closed	-$112K	–	257
2024 Q4	$112K	Buy	+2,352	New	+$113K	﹤0.01%	133

Other funds holding ISTB

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Banque Transatlantique's ISTB Position: Q3 2026 in Review

Banque Transatlantique held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q3 2026 at 2,336 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Banque Transatlantique first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $113K in Q2 2026. 347 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Banque Transatlantique held 2,336 shares of iShares Core 1-5 Year USD Bond ETF worth $110K as of Q3 2026.
Banque Transatlantique left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Banque Transatlantique's portfolio in Q3 2026, its #314 holding.
Banque Transatlantique first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Banque Transatlantique's iShares Core 1-5 Year USD Bond ETF position peaked at $113K in Q2 2026.
347 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Banque Transatlantique's 13F filing for Q3 2026, filed 10 Nov 2026.