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

Beacon Hill 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	$1.01M	Buy	+20,936	New	+$1.01M	0.7%	15

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

Beacon Hill Wealth Management's ISTB Position: Q2 2026 in Review

Beacon Hill Wealth Management opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 20,936 shares worth $1.01M. The stake represents 0.7% of the portfolio and ranks #15 among its holdings.

385 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Beacon Hill Wealth Management held 20,936 shares of iShares Core 1-5 Year USD Bond ETF worth $1.01M as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Beacon Hill Wealth Management position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.7% of Beacon Hill Wealth Management's portfolio in Q2 2026, its #15 holding.
385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.