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

EP Wealth Advisors’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	$10.2M	Sell	210,758 -55,723	-21%	-$2.69M	0.04%	270
2026 Q1	$12.9M	Buy	+266,481	New	+$13M	0.06%	188
2024 Q3	–	Sell	-4,787	Closed	-$227K	–	1195
2024 Q2	$227K	Buy	+4,787	New	+$226K	﹤0.01%	728
2020 Q2	–	Sell	-7,417	Closed	-$375K	–	377
2020 Q1	$375K	Hold	7,417	–	–	0.02%	287
2019 Q4	$374K	Sell	7,417 -60	-0.8%	-$3.02K	0.02%	307
2019 Q3	$378K	Sell	7,477 -6	-0.1%	-$302	0.02%	249
2019 Q2	$377K	Buy	+7,483	New	+$374K	0.02%	216
2019 Q1	–	Sell	-12,116	Closed	-$594K	–	258
2018 Q4	$594K	Buy	+12,116	New	+$591K	0.05%	165
2016 Q4	–	Sell	-5,036	Closed	-$255K	–	148
2016 Q3	$255K	Hold	5,036	–	–	0.04%	116
2016 Q2	$256K	Hold	5,036	–	–	0.04%	105
2016 Q1	$253K	Buy	+5,036	New	+$251K	0.04%	117

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

EP Wealth Advisors's ISTB Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 21% in Q2 2026, selling an estimated $2.69M and leaving 210,758 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #270.

EP Wealth Advisors first reported a position in ISTB in Q1 2016 and has held it in 11 quarters since. The position peaked at $12.9M in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

EP Wealth Advisors held 210,758 shares of iShares Core 1-5 Year USD Bond ETF worth $10.2M as of Q2 2026.
EP Wealth Advisors sold 55,723 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $2.69M.
iShares Core 1-5 Year USD Bond ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #270 holding.
EP Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2016 and has held it in 11 quarters since.
EP Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $12.9M in Q1 2026.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.