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

Bellwether 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 		$1.44M Buy
29,887
+1,078
+4% +$52.1K 0.21% 91
2026
Q1 		$1.4M Sell
28,809
-181
-0.6% -$8.82K 0.24% 91
2025
Q4 		$1.41M Buy
28,990
+785
+3% +$38.3K 0.23% 68
2025
Q3 		$1.38M Buy
28,205
+562
+2% +$27.3K 0.23% 77
2025
Q2 		$1.34M Buy
27,643
+661
+2% +$31.9K 0.23% 66
2025
Q1 		$1.3M Buy
26,982
+138
+0.5% +$6.63K 0.27% 59
2024
Q4 		$1.28M Buy
26,844
+209
+0.8% +$10K 0.23% 62
2024
Q3 		$1.3M Buy
26,635
+318
+1% +$15.3K 0.25% 61
2024
Q2 		$1.25M Buy
26,317
+109
+0.4% +$5.14K 0.26% 66
2024
Q1 		$1.24M Sell
26,208
-2,720
-9% -$129K 0.27% 68
2023
Q4 		$1.38M Sell
28,928
-5,671
-16% -$265K 0.34% 55
2023
Q3 		$1.6M Buy
34,599
+106
+0.3% +$4.93K 0.44% 47
2023
Q2 		$1.61M Sell
34,493
-1,436
-4% -$67.5K 0.47% 39
2023
Q1 		$1.69M Sell
35,929
-11,927
-25% -$558K 0.46% 53
2022
Q4 		$2.22M Sell
47,856
-41,893
-47% -$1.94M 0.65% 34
2022
Q3 		$4.14M Sell
89,749
-9,931
-10% -$469K 1.36% 15
2022
Q2 		$4.72M Sell
99,680
-8,306
-8% -$396K 1.52% 15
2022
Q1 		$5.23M Sell
107,986
-1,185
-1% -$58.5K 1.56% 17
2021
Q4 		$5.5M Sell
109,171
-4,297
-4% -$218K 1.71% 16
2021
Q3 		$5.79M Sell
113,468
-2,036
-2% -$104K 1.93% 14
2021
Q2 		$5.92M Sell
115,504
-2,768
-2% -$142K 2.04% 14
2021
Q1 		$6.07M Sell
118,272
-5,422
-4% -$279K 2.4% 11
2020
Q4 		$6.39M Buy
+123,694
New +$6.37M 2.81% 11

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

Bellwether Advisors's ISTB Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.7% in Q2 2026, buying an estimated $52.1K and bringing the position to 29,887 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #91.

Bellwether Advisors first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.39M in Q4 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Bellwether Advisors held 29,887 shares of iShares Core 1-5 Year USD Bond ETF worth $1.44M as of Q2 2026.
  • Bellwether Advisors bought 1,078 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $52.1K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.21% of Bellwether Advisors's portfolio in Q2 2026, its #91 holding.
  • Bellwether Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $6.39M in Q4 2020.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.