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

Commonwealth Financial Services’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	$1.22M	Buy	25,364 +736	+3%	+$35.5K	0.16%	94
2026 Q1	$1.19M	Sell	24,628 -174	-0.7%	-$8.48K	0.19%	71
2025 Q4	$1.21M	Sell	24,802 -203	-0.8%	-$9.91K	0.2%	67
2025 Q3	$1.22M	Buy	25,005 +5,948	+31%	+$289K	0.21%	66
2025 Q2	$927K	Sell	19,057 -449	-2%	-$21.7K	0.18%	75
2025 Q1	$943K	Buy	19,506 +1,766	+10%	+$84.8K	0.19%	77
2024 Q4	$847K	Buy	17,740 +273	+2%	+$13.1K	0.17%	74
2024 Q3	$848K	Buy	17,467 +995	+6%	+$47.9K	0.17%	74
2024 Q2	$782K	Buy	+16,472	New	+$777K	0.16%	74

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

Commonwealth Financial Services's ISTB Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3% in Q2 2026, buying an estimated $35.5K and bringing the position to 25,364 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #94.

Commonwealth Financial Services first reported a position in ISTB in Q2 2024 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Commonwealth Financial Services held 25,364 shares of iShares Core 1-5 Year USD Bond ETF worth $1.22M as of Q2 2026.
Commonwealth Financial Services bought 736 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $35.5K.
iShares Core 1-5 Year USD Bond ETF made up 0.16% of Commonwealth Financial Services's portfolio in Q2 2026, its #94 holding.
Commonwealth Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.