Corepath Wealth Partners
ISTB icon

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
Q3 		$6.03M Sell
127,705
-13,217
-9% -$633K 4.19% 8
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Fiduciary Advisors Inc
Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM

Corepath Wealth Partners's ISTB Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 9.4% in Q3 2026, selling an estimated $633K and leaving 127,705 shares worth $6.03M. The position accounts for 4.19% of the portfolio, ranked #8.

Corepath Wealth Partners first reported a position in ISTB in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.26M in Q4 2023. 84 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Corepath Wealth Partners held 127,705 shares of iShares Core 1-5 Year USD Bond ETF worth $6.03M as of Q3 2026.
  • Corepath Wealth Partners sold 13,217 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $633K.
  • iShares Core 1-5 Year USD Bond ETF made up 4.19% of Corepath Wealth Partners's portfolio in Q3 2026, its #8 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 24 quarters since.
  • Corepath Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $7.26M in Q4 2023.
  • 84 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.