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

Buttonwood Financial 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 		$12.6M Sell
261,384
-36,810
-12% -$1.78M 3.84% 6
2026
Q1 		$14.5M Buy
298,194
+16,855
+6% +$821K 4.84% 4
2025
Q4 		$13.7M Buy
281,339
+18,577
+7% +$907K 4.57% 5
2025
Q3 		$12.8M Buy
262,762
+75,327
+40% +$3.66M 4.42% 6
2025
Q2 		$9.12M Buy
187,435
+1,999
+1% +$96.5K 3.66% 8
2025
Q1 		$8.97M Buy
185,436
+22,420
+14% +$1.08M 3.94% 8
2024
Q4 		$7.79M Buy
163,016
+12,590
+8% +$604K 3.42% 8
2024
Q3 		$7.32M Buy
150,426
+12,943
+9% +$623K 3.19% 8
2024
Q2 		$6.51M Sell
137,483
-1,661
-1% -$78.3K 3.07% 8
2024
Q1 		$6.6M Buy
139,144
+7,880
+6% +$374K 3.1% 8
2023
Q4 		$6.24M Buy
131,264
+24,307
+23% +$1.13M 3.4% 8
2023
Q3 		$4.96M Sell
106,957
-169,385
-61% -$7.88M 3.14% 7
2023
Q2 		$12.9M Sell
276,342
-4,561
-2% -$214K 8.08% 1
2023
Q1 		$13.2M Buy
280,903
+3,148
+1% +$147K 10.27% 1
2022
Q4 		$12.9M Buy
277,755
+51
+0% +$2.36K 10.86% 1
2022
Q3 		$12.7M Buy
277,704
+12,589
+5% +$594K 11.47% 1
2022
Q2 		$12.6M Buy
265,115
+7,142
+3% +$341K 11.33% 1
2022
Q1 		$12.5M Buy
257,973
+10,235
+4% +$506K 11.28% 1
2021
Q4 		$12.5M Buy
+247,738
New +$12.5M 12.22% 1

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

Buttonwood Financial Advisors's ISTB Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 12% in Q2 2026, selling an estimated $1.78M and leaving 261,384 shares worth $12.6M. The position accounts for 3.84% of the portfolio, ranked #6.

Buttonwood Financial Advisors first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Buttonwood Financial Advisors held 261,384 shares of iShares Core 1-5 Year USD Bond ETF worth $12.6M as of Q2 2026.
  • Buttonwood Financial Advisors sold 36,810 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.78M.
  • iShares Core 1-5 Year USD Bond ETF made up 3.84% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Buttonwood Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $14.5M 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 Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.