Global Wealth Strategies & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Global Wealth Strategies & Associates’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	Closed	-$205	–	254
2026 Q1	$205	Hold	4	–	–	﹤0.01%	506
2025 Q4	$205	Hold	4	–	–	﹤0.01%	511
2025 Q3	$202	Hold	4	–	–	﹤0.01%	458
2025 Q2	$199	Sell	4 -422	-99%	-$20.4K	﹤0.01%	353
2025 Q1	$20.6K	Buy	426 +377	+769%	+$18.1K	0.01%	183
2024 Q4	$2.34K	Buy	49 +4	+9%	+$192	﹤0.01%	314
2024 Q3	$2.19K	Hold	45	–	–	﹤0.01%	291
2024 Q2	$2.13K	Hold	45	–	–	﹤0.01%	268
2024 Q1	$2.13K	Hold	45	–	–	﹤0.01%	282
2023 Q4	$2.14K	Hold	45	–	–	﹤0.01%	253
2023 Q3	$2.09K	Hold	45	–	–	﹤0.01%	264
2023 Q2	$2.1K	Hold	45	–	–	﹤0.01%	254
2023 Q1	$2.12K	Hold	45	–	–	﹤0.01%	262
2022 Q4	$2.09K	Buy	+45	New	+$2.08K	﹤0.01%	265

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

Global Wealth Strategies & Associates's ISTB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 4 shares — an estimated $205 sold.

Global Wealth Strategies & Associates first reported a position in ISTB in Q4 2022 and held it in 14 quarters. The position peaked at $20.6K in Q1 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 4 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $205.
Global Wealth Strategies & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares Core 1-5 Year USD Bond ETF position peaked at $20.6K in Q1 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.