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

Centaurus Financial’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	$231K	Sell	4,791 -43	-0.9%	-$2.08K	0.01%	835
2026 Q1	$234K	Sell	4,834 -105	-2%	-$5.12K	0.01%	769
2025 Q4	$241K	Buy	4,939 +1,180	+31%	+$57.6K	0.01%	742
2025 Q3	$184K	Buy	3,759 +265	+8%	+$12.9K	0.01%	820
2025 Q2	$170K	Buy	3,494 +47	+1%	+$2.27K	0.01%	774
2025 Q1	$167K	Buy	3,447 +33	+1%	+$1.58K	0.01%	733
2024 Q4	$163K	Buy	3,414 +198	+6%	+$9.5K	0.01%	720
2024 Q3	$157K	Sell	3,216 -8,782	-73%	-$423K	0.01%	704
2024 Q2	$568K	Buy	+11,998	New	+$566K	0.04%	361
2024 Q1	–	Sell	-5,269	Closed	-$251K	–	814
2023 Q4	$251K	Buy	+5,269	New	+$246K	0.02%	532
2021 Q3	–	Sell	-2,713	Closed	-$139K	–	924
2021 Q2	$139K	Sell	2,713 -189	-7%	-$9.7K	0.01%	761
2021 Q1	$149K	Buy	2,902 +56	+2%	+$2.88K	0.01%	670
2020 Q4	$147K	Buy	+2,846	New	+$147K	0.02%	633

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

Centaurus Financial's ISTB Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.89% in Q2 2026, selling an estimated $2.08K and leaving 4,791 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #835.

Centaurus Financial first reported a position in ISTB in Q4 2020 and has held it in 13 quarters since. The position peaked at $568K in Q2 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Centaurus Financial held 4,791 shares of iShares Core 1-5 Year USD Bond ETF worth $231K as of Q2 2026.
Centaurus Financial sold 43 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $2.08K.
iShares Core 1-5 Year USD Bond ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #835 holding.
Centaurus Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 13 quarters since.
Centaurus Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $568K in Q2 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.