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

Destination Wealth Management’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
Q1 		$30.7M Buy
632,675
+19,892
+3% +$969K 0.8% 41
2025
Q4 		$29.9M Buy
612,783
+32,589
+6% +$1.59M 0.78% 44
2025
Q3 		$28.3M Buy
580,194
+14,336
+3% +$697K 0.78% 44
2025
Q2 		$27.5M Buy
565,858
+10,771
+2% +$520K 0.81% 45
2025
Q1 		$26.8M Buy
555,087
+16,550
+3% +$795K 0.85% 38
2024
Q4 		$25.7M Buy
538,537
+4,132
+0.8% +$198K 0.8% 42
2024
Q3 		$26M Buy
534,405
+15,083
+3% +$726K 0.81% 45
2024
Q2 		$24.6M Buy
519,322
+6,337
+1% +$299K 0.81% 46
2024
Q1 		$24.3M Buy
512,985
+25,290
+5% +$1.2M 0.81% 47
2023
Q4 		$23.2M Sell
487,695
-9,566
-2% -$447K 0.8% 47
2023
Q3 		$23.1M Buy
497,261
+14,287
+3% +$665K 0.9% 32
2023
Q2 		$22.5M Buy
482,974
+7,132
+1% +$335K 0.84% 41
2023
Q1 		$22.4M Buy
475,842
+36,554
+8% +$1.71M 0.85% 43
2022
Q4 		$20.4M Sell
439,288
-59,890
-12% -$2.77M 0.81% 42
2022
Q3 		$23M Buy
499,178
+19,554
+4% +$923K 0.97% 34
2022
Q2 		$22.7M Sell
479,624
-37,208
-7% -$1.78M 0.92% 36
2022
Q1 		$25M Buy
516,832
+13,648
+3% +$674K 0.93% 37
2021
Q4 		$25.4M Sell
503,184
-5,934
-1% -$301K 0.9% 37
2021
Q3 		$26M Buy
509,118
+23,794
+5% +$1.22M 1.01% 31
2021
Q2 		$24.9M Buy
485,324
+12,556
+3% +$644K 0.96% 35
2021
Q1 		$24.2M Buy
472,768
+20,884
+5% +$1.08M 1% 31
2020
Q4 		$23.3M Buy
451,884
+12,975
+3% +$668K 1.02% 34
2020
Q3 		$22.6M Buy
438,909
+28,969
+7% +$1.49M 1.15% 31
2020
Q2 		$21.1M Buy
409,940
+11,622
+3% +$594K 1.14% 31
2020
Q1 		$20.1M Buy
398,318
+7,712
+2% +$389K 1.23% 27
2019
Q4 		$19.7M Buy
390,606
+8,422
+2% +$424K 1% 33
2019
Q3 		$19.3M Buy
382,184
+10,775
+3% +$543K 1.05% 31
2019
Q2 		$18.7M Buy
371,409
+7,948
+2% +$397K 1.03% 32
2019
Q1 		$18.1M Buy
363,461
+79,625
+28% +$3.94M 1.02% 33
2018
Q4 		$13.9M Sell
283,836
-62,277
-18% -$3.04M 0.84% 39
2018
Q3 		$17M Buy
346,113
+11,098
+3% +$544K 0.94% 36
2018
Q2 		$16.4M Buy
335,015
+334,762
+132,317% +$16.4M 0.99% 33
2018
Q1 		$64K Sell
253
-327,704
-100% -$16.2M ﹤0.01% 226
2017
Q4 		$16.3M Sell
327,957
-17,456
-5% -$873K 0.99% 33
2017
Q3 		$17.4M Buy
345,413
+68,770
+25% +$3.46M 1.11% 30
2017
Q2 		$13.9M Buy
+276,643
New +$13.9M 0.93% 31

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Destination Wealth Management's ISTB Position: Q1 2026 in Review

Destination Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.2% in Q1 2026, buying an estimated $969K and bringing the position to 632,675 shares worth $30.7M. The position accounts for 0.8% of the portfolio, ranked #41.

Destination Wealth Management first reported a position in ISTB in Q2 2017 and has held it in 36 quarters since. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Destination Wealth Management held 632,675 shares of iShares Core 1-5 Year USD Bond ETF worth $30.7M as of Q1 2026.
  • Destination Wealth Management bought 19,892 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $969K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.8% of Destination Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Destination Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.