Financial Engines Advisors
ISTB icon

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

Financial Engines 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
Q2 		– Sell
-4,162
Closed -$202K – 564
2026
Q1 		$202K Buy
+4,162
New +$203K ﹤0.01% 517
2024
Q1 		– Sell
-4,627
Closed -$220K – 343
2023
Q4 		$220K Buy
+4,627
New +$216K ﹤0.01% 296

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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

Financial Engines Advisors's ISTB Position: Q2 2026 in Review

Financial Engines Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 4,162 shares — an estimated $202K sold.

Financial Engines Advisors first reported a position in ISTB in Q4 2023 and held it in 2 quarters. The position peaked at $220K in Q4 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Financial Engines Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 4,162 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $202K.
  • Financial Engines Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • Financial Engines Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $220K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.