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

Fonville Wealth Management’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 		$10.9M Buy
226,567
+6,413
+3% +$310K 1.79% 18
2026
Q1 		$10.7M Buy
220,154
+14,991
+7% +$730K 2.03% 17
2025
Q4 		$10M Buy
205,163
+4,756
+2% +$232K 2.04% 16
2025
Q3 		$9.79M Buy
200,407
+31,245
+18% +$1.52M 2.2% 16
2025
Q2 		$8.23M Buy
169,162
+6,391
+4% +$308K 2.08% 16
2025
Q1 		$7.88M Buy
162,771
+33,282
+26% +$1.6M 2.32% 15
2024
Q4 		$6.19M Buy
129,489
+21,796
+20% +$1.05M 2.04% 16
2024
Q3 		$5.24M Buy
107,693
+2,406
+2% +$116K 1.81% 19
2024
Q2 		$4.99M Buy
105,287
+8
+0% +$377 1.98% 15
2024
Q1 		$4.99M Buy
105,279
+4,999
+5% +$237K 2.21% 14
2023
Q4 		$4.77M Buy
+100,280
New +$4.68M 2.53% 12

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Fonville Wealth Management's ISTB Position: Q2 2026 in Review

Fonville Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.9% in Q2 2026, buying an estimated $310K and bringing the position to 226,567 shares worth $10.9M. The position accounts for 1.79% of the portfolio, ranked #18.

Fonville Wealth Management first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Fonville Wealth Management held 226,567 shares of iShares Core 1-5 Year USD Bond ETF worth $10.9M as of Q2 2026.
  • Fonville Wealth Management bought 6,413 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $310K.
  • iShares Core 1-5 Year USD Bond ETF made up 1.79% of Fonville Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Fonville Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.