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 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 $15.3B 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

Banque Transatlantique's ISTB Position: Q2 2026 in Review

Banque Transatlantique increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 9.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,336 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Banque Transatlantique first reported a position in ISTB in Q4 2024 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Banque Transatlantique held 2,336 shares of iShares Core 1-5 Year USD Bond ETF worth $113K as of Q2 2026.
Banque Transatlantique bought 210 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $10.1K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Banque Transatlantique's portfolio in Q2 2026, its #316 holding.
Banque Transatlantique first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.