Eaton Financial Holdings’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Eaton Financial Holdings’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	$647K	Sell	13,401 -2,284	-15%	-$110K	0.18%	85
2026 Q1	$760K	Buy	15,685 +51	+0.3%	+$2.48K	0.25%	74
2025 Q4	$762K	Sell	15,634 -564	-3%	-$27.5K	0.2%	81
2025 Q3	$791K	Buy	16,198 +333	+2%	+$16.2K	0.22%	71
2025 Q2	$772K	Sell	15,865 -28,390	-64%	-$1.37M	0.24%	61
2025 Q1	$2.14M	Buy	44,255 +5,337	+14%	+$256K	0.89%	27
2024 Q4	$1.86M	Buy	38,918 +24,247	+165%	+$1.16M	0.72%	29
2024 Q3	$714K	Buy	+14,671	New	+$706K	0.29%	43

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

Eaton Financial Holdings's ISTB Position: Q2 2026 in Review

Eaton Financial Holdings reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 15% in Q2 2026, selling an estimated $110K and leaving 13,401 shares worth $647K. The position accounts for 0.18% of the portfolio, ranked #85.

Eaton Financial Holdings first reported a position in ISTB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q1 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Eaton Financial Holdings held 13,401 shares of iShares Core 1-5 Year USD Bond ETF worth $647K as of Q2 2026.
Eaton Financial Holdings sold 2,284 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $110K.
iShares Core 1-5 Year USD Bond ETF made up 0.18% of Eaton Financial Holdings's portfolio in Q2 2026, its #85 holding.
Eaton Financial Holdings first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
Eaton Financial Holdings's iShares Core 1-5 Year USD Bond ETF position peaked at $2.14M in Q1 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.