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Beacon Pointe Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Beacon Pointe Advisors’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 		$21.4M Sell
442,762
-6,768
-2% -$327K 0.1% 195
2026
Q1 		$21.8M Buy
449,530
+15,460
+4% +$753K 0.12% 174
2025
Q4 		$21.2M Buy
434,070
+22,903
+6% +$1.12M 0.15% 151
2025
Q3 		$20.1M Buy
411,167
+35,523
+9% +$1.73M 0.17% 129
2025
Q2 		$18.3M Buy
375,644
+12,720
+4% +$614K 0.19% 117
2025
Q1 		$17.5M Buy
362,924
+20,514
+6% +$985K 0.2% 114
2024
Q4 		$16.4M Sell
342,410
-1,905
-0.6% -$91.4K 0.18% 123
2024
Q3 		$16.8M Buy
344,315
+22,490
+7% +$1.08M 0.19% 119
2024
Q2 		$15.2M Buy
321,825
+22,518
+8% +$1.06M 0.18% 126
2024
Q1 		$14.2M Buy
299,307
+78,063
+35% +$3.7M 0.16% 139
2023
Q4 		$10.5M Buy
221,244
+9,459
+4% +$442K 0.13% 162
2023
Q3 		$9.82M Sell
211,785
-9,799
-4% -$456K 0.12% 164
2023
Q2 		$10.3M Buy
221,584
+25,149
+13% +$1.18M 0.17% 122
2023
Q1 		$9.26M Buy
196,435
+35,746
+22% +$1.67M 0.16% 137
2022
Q4 		$7.46M Sell
160,689
-4,949
-3% -$229K 0.14% 142
2022
Q3 		$7.63M Buy
165,638
+41,553
+33% +$1.96M 0.17% 135
2022
Q2 		$5.88M Sell
124,085
-43,114
-26% -$2.06M 0.12% 163
2022
Q1 		$8.1M Buy
167,199
+126,634
+312% +$6.26M 0.11% 186
2021
Q4 		$2.05M Sell
40,565
-53,955
-57% -$2.73M 0.05% 258
2021
Q3 		$4.83M Buy
94,520
+83,173
+733% +$4.26M 0.12% 175
2021
Q2 		$582K Buy
+11,347
New +$582K 0.02% 451

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

Beacon Pointe Advisors's ISTB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.5% in Q2 2026, selling an estimated $327K and leaving 442,762 shares worth $21.4M. The position accounts for 0.1% of the portfolio, ranked #195.

Beacon Pointe Advisors first reported a position in ISTB in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.8M in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Beacon Pointe Advisors held 442,762 shares of iShares Core 1-5 Year USD Bond ETF worth $21.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 6,768 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $327K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.1% of Beacon Pointe Advisors's portfolio in Q2 2026, its #195 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $21.8M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.