BCS Private Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

BCS Private Wealth Management’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	$241K	Hold	5,000	–	–	0.07%	169
2026 Q1	$242K	Hold	5,000	–	–	0.07%	168
2025 Q4	$244K	Buy	+5,000	New	+$244K	0.08%	162
2025 Q3	–	Sell	-5,000	Closed	-$243K	–	175
2025 Q2	$243K	Buy	+5,000	New	+$241K	0.09%	150

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

BCS Private Wealth Management's ISTB Position: Q2 2026 in Review

BCS Private Wealth Management held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 5,000 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #169.

BCS Private Wealth Management first reported a position in ISTB in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q4 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

BCS Private Wealth Management held 5,000 shares of iShares Core 1-5 Year USD Bond ETF worth $241K as of Q2 2026.
BCS Private Wealth Management left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.07% of BCS Private Wealth Management's portfolio in Q2 2026, its #169 holding.
BCS Private Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and has held it in 4 quarters since.
BCS Private Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $244K 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 BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.