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

Brandywine Oak Private Wealth’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	$212K	Buy	4,391 +198	+5%	+$9.56K	0.02%	237
2026 Q1	$203K	Buy	+4,193	New	+$204K	0.02%	225
2024 Q4	–	Sell	-4,134	Closed	-$201K	–	239
2024 Q3	$201K	Buy	+4,134	New	+$199K	0.02%	235
2024 Q2	–	Sell	-4,234	Closed	-$201K	–	235
2024 Q1	$201K	Buy	+4,234	New	+$201K	0.02%	233
2021 Q4	–	Sell	-8,301	Closed	-$427K	–	353
2021 Q3	$427K	Buy	8,301 +316	+4%	+$16.2K	0.05%	210
2021 Q2	$409K	Buy	7,985 +1,899	+31%	+$97.5K	0.05%	206
2021 Q1	$312K	Sell	6,086 -3,177	-34%	-$164K	0.05%	199
2020 Q4	$478K	Buy	9,263 +34	+0.4%	+$1.75K	0.07%	149
2020 Q3	$475K	Sell	9,229 -1,333	-13%	-$68.7K	0.08%	144
2020 Q2	$543K	Buy	10,562 +855	+9%	+$43.7K	0.1%	126
2020 Q1	$482K	Buy	+9,707	New	+$490K	0.1%	112

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

Brandywine Oak Private Wealth's ISTB Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.7% in Q2 2026, buying an estimated $9.56K and bringing the position to 4,391 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #237.

Brandywine Oak Private Wealth first reported a position in ISTB in Q1 2020 and has held it in 11 quarters since. The position peaked at $543K in Q2 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Brandywine Oak Private Wealth held 4,391 shares of iShares Core 1-5 Year USD Bond ETF worth $212K as of Q2 2026.
Brandywine Oak Private Wealth bought 198 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $9.56K.
iShares Core 1-5 Year USD Bond ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #237 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and has held it in 11 quarters since.
Brandywine Oak Private Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $543K in Q2 2020.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.