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

Focus Partners Wealth’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	$1.92M	Buy	39,819 +1,999	+5%	+$96.5K	﹤0.01%	1370
2026 Q1	$1.83M	Buy	37,820 +193	+0.5%	+$9.4K	﹤0.01%	1348
2025 Q4	$1.83M	Buy	37,627 +3,175	+9%	+$155K	﹤0.01%	1365
2025 Q3	$1.68M	Buy	34,452 +358	+1%	+$17.4K	﹤0.01%	1082
2025 Q2	$1.66M	Buy	34,094 +5,306	+18%	+$256K	﹤0.01%	960
2025 Q1	$1.39M	Sell	28,788 -2,454	-8%	-$118K	﹤0.01%	956
2024 Q4	$1.49M	Buy	31,242 +15,678	+101%	+$752K	﹤0.01%	933
2024 Q3	$1.24M	Sell	15,564 -215,862	-93%	-$10.4M	﹤0.01%	890
2024 Q2	$11M	Buy	+231,426	New	+$10.9M	0.04%	367

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

Focus Partners Wealth's ISTB Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.3% in Q2 2026, buying an estimated $96.5K and bringing the position to 39,819 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Focus Partners Wealth first reported a position in ISTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $11M in Q2 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Focus Partners Wealth held 39,819 shares of iShares Core 1-5 Year USD Bond ETF worth $1.92M as of Q2 2026.
Focus Partners Wealth bought 1,999 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $96.5K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1370 holding.
Focus Partners Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $11M in Q2 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.