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

Boyd 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 		– Sell
-277,861
Closed -$13.5M – 50
2026
Q1 		$13.5M Buy
277,861
+7,130
+3% +$347K 5.69% 5
2025
Q4 		$13.2M Buy
+270,731
New +$13.2M 5.6% 5
2025
Q1 		– Sell
-244,111
Closed -$11.7M – 46
2024
Q4 		$11.7M Buy
244,111
+83,031
+52% +$3.99M 5.75% 6
2024
Q3 		$7.84M Buy
+161,080
New +$7.75M 3.97% 9
2023
Q2 		– Sell
-174,489
Closed -$8.23M – 42
2023
Q1 		$8.23M Sell
174,489
-69,274
-28% -$3.24M 5.71% 7
2022
Q4 		$11.3M Buy
243,763
+12,170
+5% +$563K 8.31% 4
2022
Q3 		$10.7M Buy
231,593
+34,280
+17% +$1.62M 8.54% 4
2022
Q2 		$9.35M Buy
197,313
+17,540
+10% +$837K 7.64% 6
2022
Q1 		$8.71M Buy
179,773
+100,351
+126% +$4.96M 6.51% 7
2021
Q4 		$4M Buy
+79,422
New +$4.02M 2.91% 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

Boyd Wealth Management's ISTB Position: Q2 2026 in Review

Boyd Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 277,861 shares — an estimated $13.5M sold.

Boyd Wealth Management first reported a position in ISTB in Q4 2021 and held it in 10 quarters. The position peaked at $13.5M in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Boyd Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Boyd Wealth Management sold 277,861 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $13.5M.
  • Boyd Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 10 quarters.
  • Boyd Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $13.5M 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 Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.