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

EverSource 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 Q1	$72	Sell	2 -198	-99%	-$9.64K	﹤0.01%	4299
2025 Q4	$9.75K	Buy	200 +3	+2%	+$146	﹤0.01%	2808
2025 Q3	$9.63K	Buy	197 +196	+19,600%	+$9.53K	﹤0.01%	2841
2025 Q2	$28	Hold	1	–	–	﹤0.01%	4213
2025 Q1	$27	Sell	1 -6,472	-100%	-$311K	﹤0.01%	3953
2024 Q4	$309K	Buy	+6,473	New	+$311K	0.02%	496
2024 Q3	–	Sell	-21	Closed	-$1.01K	–	3080
2024 Q2	$1.01K	Sell	21 -275	-93%	-$13K	﹤0.01%	2742
2024 Q1	$13.9K	Buy	+296	New	+$14K	﹤0.01%	1537

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

EverSource Wealth Advisors's ISTB Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 99% in Q1 2026, selling an estimated $9.64K and leaving 2 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #4299.

EverSource Wealth Advisors first reported a position in ISTB in Q1 2024 and has held it in 8 quarters since. The position peaked at $309K in Q4 2024. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

EverSource Wealth Advisors held 2 shares of iShares Core 1-5 Year USD Bond ETF worth $72 as of Q1 2026.
EverSource Wealth Advisors sold 198 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $9.64K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4299 holding.
EverSource Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $309K in Q4 2024.
393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.