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Evensky & Katz’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Evensky & Katz’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 		$640K Buy
13,264
+14
+0.1% +$676 0.03% 54
2026
Q1 		$642K Buy
13,250
+9
+0.1% +$438 0.04% 55
2025
Q4 		$646K Buy
13,241
+208
+2% +$10.2K 0.04% 56
2025
Q3 		$637K Buy
13,033
+483
+4% +$23.5K 0.04% 55
2025
Q2 		$611K Buy
12,550
+111
+0.9% +$5.36K 0.04% 55
2025
Q1 		$601K Buy
12,439
+49
+0.4% +$2.35K 0.04% 59
2024
Q4 		$592K Buy
12,390
+540
+5% +$25.9K 0.04% 59
2024
Q3 		$577K Buy
11,850
+100
+0.9% +$4.81K 0.04% 60
2024
Q2 		$557K Buy
11,750
+80
+0.7% +$3.77K 0.04% 61
2024
Q1 		$554K Sell
11,670
-1,092
-9% -$51.8K 0.04% 60
2023
Q4 		$607K Buy
12,762
+7,300
+134% +$341K 0.05% 59
2023
Q3 		$253K Sell
5,462
-3,091
-36% -$144K 0.02% 65
2023
Q2 		$399K Buy
8,553
+4,113
+93% +$193K 0.03% 61
2023
Q1 		$209K Sell
4,440
-220,710
-98% -$10.3M 0.02% 68
2022
Q4 		$10.5M Buy
225,150
+218,677
+3,378% +$10.1M 0.94% 21
2022
Q3 		$298K Sell
6,473
-332,174
-98% -$15.7M 0.04% 62
2022
Q2 		$16.1M Buy
338,647
+337,740
+37,237% +$16.1M 1.83% 16
2022
Q1 		$44K Hold
907
– – ﹤0.01% 72
2021
Q4 		$46K Hold
907
– – ﹤0.01% 71
2021
Q3 		$46K Buy
907
+310
+52% +$15.9K ﹤0.01% 68
2021
Q2 		$31K Buy
597
+17
+3% +$872 ﹤0.01% 69
2021
Q1 		$30K Buy
+580
New +$29.9K ﹤0.01% 69
2020
Q4 		– Sell
-1,163
Closed -$60K – 78
2020
Q3 		$60K Sell
1,163
-65
-5% -$3.35K 0.01% 66
2020
Q2 		$63K Buy
1,228
+20
+2% +$1.02K 0.01% 70
2020
Q1 		$61K Sell
1,208
-285
-19% -$14.4K 0.01% 80
2019
Q4 		$75K Buy
1,493
+67
+5% +$3.38K 0.01% 80
2019
Q3 		$72K Buy
1,426
+425
+42% +$21.4K 0.01% 92
2019
Q2 		$50K Sell
1,001
-488
-33% -$24.4K 0.01% 92
2019
Q1 		$74K Buy
+1,489
New +$73.6K 0.01% 91

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

Evensky & Katz's ISTB Position: Q2 2026 in Review

Evensky & Katz increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.11% in Q2 2026, buying an estimated $676 and bringing the position to 13,264 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #54.

Evensky & Katz first reported a position in ISTB in Q1 2019 and has held it in 29 quarters since. The position peaked at $16.1M in Q2 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Evensky & Katz held 13,264 shares of iShares Core 1-5 Year USD Bond ETF worth $640K as of Q2 2026.
  • Evensky & Katz bought 14 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $676.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of Evensky & Katz's portfolio in Q2 2026, its #54 holding.
  • Evensky & Katz first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Evensky & Katz's iShares Core 1-5 Year USD Bond ETF position peaked at $16.1M in Q2 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.