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WELLINGTON-ALTUS USA INC.’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$47K Hold
970
– – 0.03% 315
2026
Q1 		$46.8K Hold
970
– – 0.03% 352
2025
Q4 		$47.3K Buy
+970
New +$47.3K 0.04% 305

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Charles Schwab
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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

WELLINGTON-ALTUS USA INC.'s ISTB Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 970 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #315.

WELLINGTON-ALTUS USA INC. first reported a position in ISTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.3K in Q4 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 970 shares of iShares Core 1-5 Year USD Bond ETF worth $47K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #315 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Core 1-5 Year USD Bond ETF position peaked at $47.3K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.