DPI
ISTB icon

Diversified Portfolios Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Diversified Portfolios Inc’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 		$506K Hold
10,477
– – 0.04% 140
2026
Q1 		$508K Sell
10,477
-2,513
-19% -$122K 0.04% 125
2025
Q4 		$633K Sell
12,990
-851
-6% -$41.5K 0.05% 121
2025
Q3 		$676K Sell
13,841
-573
-4% -$27.9K 0.06% 105
2025
Q2 		$701K Sell
14,414
-737
-5% -$35.6K 0.07% 100
2025
Q1 		$733K Buy
15,151
+524
+4% +$25.2K 0.08% 93
2024
Q4 		$699K Sell
14,627
-210
-1% -$10.1K 0.08% 96
2024
Q3 		$722K Sell
14,837
-1,111
-7% -$53.5K 0.08% 90
2024
Q2 		$755K Buy
15,948
+14
+0.1% +$660 0.1% 83
2024
Q1 		$756K Buy
15,934
+432
+3% +$20.5K 0.11% 75
2023
Q4 		$737K Buy
15,502
+1,847
+14% +$86.2K 0.12% 76
2023
Q3 		$633K Buy
13,655
+4,684
+52% +$218K 0.12% 73
2023
Q2 		$418K Buy
8,971
+2,314
+35% +$109K 0.08% 92
2023
Q1 		$314K Buy
+6,657
New +$312K 0.07% 111

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Diversified Portfolios Inc's ISTB Position: Q2 2026 in Review

Diversified Portfolios Inc held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 10,477 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #140.

Diversified Portfolios Inc first reported a position in ISTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $756K in Q1 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Diversified Portfolios Inc held 10,477 shares of iShares Core 1-5 Year USD Bond ETF worth $506K as of Q2 2026.
  • Diversified Portfolios Inc left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q2 2026, its #140 holding.
  • Diversified Portfolios Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Diversified Portfolios Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $756K 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 Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.