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

Essex Financial Services’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	$1.15M	Buy	23,829 +1,900	+9%	+$91.8K	0.06%	287
2026 Q1	$1.06M	Buy	21,929 +579	+3%	+$28.2K	0.06%	273
2025 Q4	$1.04M	Buy	21,350 +267	+1%	+$13K	0.06%	269
2025 Q3	$1.03M	Sell	21,083 -885	-4%	-$43K	0.06%	253
2025 Q2	$1.07M	Buy	21,968 +641	+3%	+$30.9K	0.07%	239
2025 Q1	$1.03M	Sell	21,327 -3,943	-16%	-$189K	0.07%	224
2024 Q4	$1.21M	Sell	25,270 -9,023	-26%	-$433K	0.09%	199
2024 Q3	$1.65M	Sell	34,293 -390	-1%	-$18.8K	0.12%	162
2024 Q2	$1.67M	Buy	34,683 +19,005	+121%	+$896K	0.12%	163
2024 Q1	$744K	Buy	+15,678	New	+$743K	0.07%	249

Other funds holding ISTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Essex Financial Services's ISTB Position: Q2 2026 in Review

Essex Financial Services increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 8.7% in Q2 2026, buying an estimated $91.8K and bringing the position to 23,829 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #287.

Essex Financial Services first reported a position in ISTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q2 2024. 322 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Essex Financial Services held 23,829 shares of iShares Core 1-5 Year USD Bond ETF worth $1.15M as of Q2 2026.
Essex Financial Services bought 1,900 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $91.8K.
iShares Core 1-5 Year USD Bond ETF made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #287 holding.
Essex Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
Essex Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $1.67M in Q2 2024.
322 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.