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

Darden Wealth Group’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	$1.26M	Sell	26,127 -225	-0.9%	-$10.9K	0.5%	47
2026 Q1	$1.28M	Sell	26,352 -366	-1%	-$17.8K	0.65%	35
2025 Q4	$1.3M	Sell	26,718 -485	-2%	-$23.7K	0.63%	37
2025 Q3	$1.33M	Sell	27,203 -240	-0.9%	-$11.7K	0.69%	33
2025 Q2	$1.34M	Sell	27,443 -48	-0.2%	-$2.32K	0.81%	28
2025 Q1	$1.33M	Sell	27,491 -308	-1%	-$14.8K	1.03%	25
2024 Q4	$1.33M	Buy	27,799 +71	+0.3%	+$3.41K	0.89%	22
2024 Q3	$1.35M	Buy	27,728 +156	+0.6%	+$7.51K	0.97%	22
2024 Q2	$1.31M	Sell	27,572 -4,047	-13%	-$191K	0.79%	26
2024 Q1	$1.5M	Buy	31,619 +1,931	+7%	+$91.5K	1.18%	19
2023 Q4	$1.41M	Buy	+29,688	New	+$1.39M	1.36%	16

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

Darden Wealth Group's ISTB Position: Q2 2026 in Review

Darden Wealth Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.85% in Q2 2026, selling an estimated $10.9K and leaving 26,127 shares worth $1.26M. The position accounts for 0.5% of the portfolio, ranked #47.

Darden Wealth Group first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Darden Wealth Group held 26,127 shares of iShares Core 1-5 Year USD Bond ETF worth $1.26M as of Q2 2026.
Darden Wealth Group sold 225 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $10.9K.
iShares Core 1-5 Year USD Bond ETF made up 0.5% of Darden Wealth Group's portfolio in Q2 2026, its #47 holding.
Darden Wealth Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's iShares Core 1-5 Year USD Bond ETF position peaked at $1.5M in Q1 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.