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

Founders Financial Alliance’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	$5.21K	Hold	108	–	–	﹤0.01%	725
2026 Q1	$5.23K	Hold	108	–	–	﹤0.01%	679
2025 Q4	$5.26K	Hold	108	–	–	﹤0.01%	549
2025 Q3	$5.28K	Hold	108	–	–	﹤0.01%	650
2025 Q2	$5.25K	Hold	108	–	–	﹤0.01%	492
2025 Q1	$5.22K	Hold	108	–	–	﹤0.01%	558
2024 Q4	$5.16K	Buy	+108	New	+$5.18K	﹤0.01%	521
2023 Q4	–	Sell	-75	Closed	-$3.48K	–	493
2023 Q3	$3.48K	Hold	75	–	–	﹤0.01%	455
2023 Q2	$3.5K	Buy	+75	New	+$3.52K	﹤0.01%	485
2023 Q1	–	Sell	-75	Closed	-$3.48K	–	474
2022 Q4	$3.48K	Hold	75	–	–	﹤0.01%	457
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	452
2022 Q2	$4K	Sell	75 -175	-70%	-$8.35K	﹤0.01%	467
2022 Q1	$12K	Hold	250	–	–	0.01%	382
2021 Q4	$13K	Hold	250	–	–	0.01%	414
2021 Q3	$13K	Hold	250	–	–	0.01%	383
2021 Q2	$13K	Buy	+250	New	+$12.8K	0.01%	406

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

Founders Financial Alliance's ISTB Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 108 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Founders Financial Alliance first reported a position in ISTB in Q2 2021 and has held it in 16 quarters since. The position peaked at $13K in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Founders Financial Alliance held 108 shares of iShares Core 1-5 Year USD Bond ETF worth $5.21K as of Q2 2026.
Founders Financial Alliance 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 ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #725 holding.
Founders Financial Alliance first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and has held it in 16 quarters since.
Founders Financial Alliance's iShares Core 1-5 Year USD Bond ETF position peaked at $13K in Q4 2021.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.