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

Essex Savings Bank’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	$1.07M	Buy	22,225 +16,755	+306%	+$809K	0.23%	92
2026 Q1	$265K	Hold	5,470	–	–	0.06%	244
2025 Q4	$267K	Hold	5,470	–	–	0.06%	253
2025 Q3	$267K	Hold	5,470	–	–	0.06%	249
2025 Q2	$266K	Hold	5,470	–	–	0.06%	239
2025 Q1	$264K	Hold	5,470	–	–	0.07%	231
2024 Q4	$261K	Buy	+5,470	New	+$263K	0.06%	231

Other funds holding ISTB

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 21.49% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Essex Savings Bank's ISTB Position: Q2 2026 in Review

Essex Savings Bank increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 306% in Q2 2026, buying an estimated $809K and bringing the position to 22,225 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #92.

Essex Savings Bank first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Essex Savings Bank held 22,225 shares of iShares Core 1-5 Year USD Bond ETF worth $1.07M as of Q2 2026.
Essex Savings Bank bought 16,755 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $809K.
iShares Core 1-5 Year USD Bond ETF made up 0.23% of Essex Savings Bank's portfolio in Q2 2026, its #92 holding.
Essex Savings Bank first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.