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

Elevate Wealth Advisory’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 		$305K Buy
6,314
+145
+2% +$7K 0.17% 69
2026
Q1 		$299K Buy
6,169
+65
+1% +$3.17K 0.19% 64
2025
Q4 		$298K Hold
6,104
– – 0.2% 59
2025
Q3 		$298K Buy
6,104
+16
+0.3% +$778 0.22% 58
2025
Q2 		$296K Buy
6,088
+4,993
+456% +$241K 0.21% 60
2025
Q1 		$52.9K Sell
1,095
-103
-9% -$4.95K 0.04% 98
2024
Q4 		$57.2K Hold
1,198
– – 0.04% 87
2024
Q3 		$58.3K Hold
1,198
– – 0.04% 92
2024
Q2 		$56.7K Sell
1,198
-58
-5% -$2.73K 0.05% 86
2024
Q1 		$59.6K Hold
1,256
– – 0.05% 81
2023
Q4 		$59.7K Buy
+1,256
New +$58.6K 0.05% 79

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

Elevate Wealth Advisory's ISTB Position: Q2 2026 in Review

Elevate Wealth Advisory increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.4% in Q2 2026, buying an estimated $7K and bringing the position to 6,314 shares worth $305K. The position accounts for 0.17% of the portfolio, ranked #69.

Elevate Wealth Advisory first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Elevate Wealth Advisory held 6,314 shares of iShares Core 1-5 Year USD Bond ETF worth $305K as of Q2 2026.
  • Elevate Wealth Advisory bought 145 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $7K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.17% of Elevate Wealth Advisory's portfolio in Q2 2026, its #69 holding.
  • Elevate Wealth Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.