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

Corepath Wealth Partners’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 		$6.77M Buy
140,922
+6,333
+5% +$306K 4.22% 7
2026
Q1 		$6.52M Buy
134,589
+722
+0.5% +$35.2K 4.4% 7
2025
Q4 		$6.53M Buy
133,867
+11,941
+10% +$583K 4.38% 7
2025
Q3 		$5.94M Buy
121,926
+6,847
+6% +$333K 4.31% 7
2025
Q2 		$5.57M Sell
115,079
-6,335
-5% -$306K 4.69% 7
2025
Q1 		$5.85M Buy
121,414
+806
+0.7% +$38.7K 5.58% 7
2024
Q4 		$5.74M Buy
120,608
+2,286
+2% +$110K 5.6% 7
2024
Q3 		$5.7M Buy
118,322
+3,983
+3% +$192K 5.54% 7
2024
Q2 		$5.43M Buy
114,339
+2,342
+2% +$110K 5.73% 7
2024
Q1 		$5.26M Sell
111,997
-41,141
-27% -$1.95M 5.82% 7
2023
Q4 		$7.26M Sell
153,138
-900
-0.6% -$42K 4.05% 9
2023
Q3 		$7.13M Buy
154,038
+1,664
+1% +$77.4K 4.3% 9
2023
Q2 		$7.13M Buy
152,374
+1,389
+0.9% +$65.3K 4.18% 9
2023
Q1 		$7.12M Buy
150,985
+11,069
+8% +$518K 4.47% 8
2022
Q4 		$6.56M Buy
139,916
+3,164
+2% +$146K 4.37% 9
2022
Q3 		$6.27M Buy
136,752
+2,497
+2% +$118K 4.66% 8
2022
Q2 		$6.34M Buy
134,255
+10,285
+8% +$491K 4.69% 8
2022
Q1 		$5.94M Buy
123,970
+27,073
+28% +$1.34M 4.13% 10
2021
Q4 		$4.86M Buy
96,897
+2,138
+2% +$108K 3.47% 11
2021
Q3 		$4.83M Buy
94,759
+2,865
+3% +$147K 3.71% 10
2021
Q2 		$4.71M Buy
91,894
+8,457
+10% +$434K 3.64% 10
2021
Q1 		$4.28M Buy
83,437
+10,107
+14% +$520K 3.76% 11
2020
Q4 		$3.77M Buy
+73,330
New +$3.78M 3.93% 9

Other funds holding ISTB

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Corepath Wealth Partners's ISTB Position: Q2 2026 in Review

Corepath Wealth Partners increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.7% in Q2 2026, buying an estimated $306K and bringing the position to 140,922 shares worth $6.77M. The position accounts for 4.22% of the portfolio, ranked #7.

Corepath Wealth Partners first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.26M in Q4 2023. 97 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Corepath Wealth Partners held 140,922 shares of iShares Core 1-5 Year USD Bond ETF worth $6.77M as of Q2 2026.
  • Corepath Wealth Partners bought 6,333 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $306K.
  • iShares Core 1-5 Year USD Bond ETF made up 4.22% of Corepath Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Corepath Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Corepath Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $7.26M in Q4 2023.
  • 97 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.