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

Flagship Harbor 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	$456K	Buy	9,460 +5,300	+127%	+$256K	0.02%	543
2026 Q1	$202K	Buy	4,160 +2,050	+97%	+$99.9K	0.01%	701
2025 Q4	$103K	Buy	+2,110	New	+$103K	﹤0.01%	860
2022 Q4	–	Sell	-4,845	Closed	-$223K	–	621
2022 Q3	$223K	Sell	4,845 -590	-11%	-$27.8K	0.03%	521
2022 Q2	$258K	Sell	5,435 -685	-11%	-$32.7K	0.03%	496
2022 Q1	$297K	Buy	6,120 +200	+3%	+$9.88K	0.03%	484
2021 Q4	$299K	Buy	5,920 +690	+13%	+$34.9K	0.03%	499
2021 Q3	$268K	Hold	5,230	–	–	0.03%	514
2021 Q2	$268K	Buy	+5,230	New	+$268K	0.03%	515
2020 Q4	–	Sell	-658	Closed	-$33K	–	1120
2020 Q3	$33K	Hold	658	–	–	﹤0.01%	974
2020 Q2	$33K	Hold	658	–	–	﹤0.01%	970
2020 Q1	$33K	Hold	658	–	–	0.01%	872
2019 Q4	$33K	Hold	658	–	–	0.01%	943
2019 Q3	$33K	Hold	658	–	–	0.01%	910
2019 Q2	$33K	Sell	658 -200	-23%	-$9.98K	0.01%	893
2019 Q1	$42K	Sell	858 -100	-10%	-$4.94K	0.01%	807
2018 Q4	$46K	Hold	958	–	–	0.01%	741
2018 Q3	$47K	Hold	958	–	–	0.01%	821
2018 Q2	$47K	Buy	+958	New	+$47K	0.01%	805

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Flagship Harbor Advisors's ISTB Position: Q2 2026 in Review

Flagship Harbor Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 127% in Q2 2026, buying an estimated $256K and bringing the position to 9,460 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #543.

Flagship Harbor Advisors first reported a position in ISTB in Q2 2018 and has held it in 19 quarters since. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Flagship Harbor Advisors held 9,460 shares of iShares Core 1-5 Year USD Bond ETF worth $456K as of Q2 2026.
Flagship Harbor Advisors bought 5,300 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $256K.
iShares Core 1-5 Year USD Bond ETF made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #543 holding.
Flagship Harbor Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2018 and has held it in 19 quarters since.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.