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

Golden State 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	$14.7K	Sell	304 -375	-55%	-$18.1K	﹤0.01%	1023
2026 Q1	$32.9K	Buy	679 +2	+0.3%	+$97	﹤0.01%	793
2025 Q4	$33K	Buy	677 +5	+0.7%	+$244	﹤0.01%	791
2025 Q3	$32.9K	Buy	672 +3	+0.4%	+$146	﹤0.01%	781
2025 Q2	$32.6K	Sell	669 -10	-1%	-$483	﹤0.01%	746
2025 Q1	$32.9K	Buy	679 +2	+0.3%	+$96	﹤0.01%	688
2024 Q4	$32.4K	Buy	+677	New	+$32.5K	﹤0.01%	658
2020 Q4	–	Sell	-1,484	Closed	-$77K	–	326
2020 Q3	$77K	Sell	1,484 -2,645	-64%	-$136K	0.03%	290
2020 Q2	$213K	Buy	4,129 +2,981	+260%	+$152K	0.05%	223
2020 Q1	$58K	Buy	+1,148	New	+$57.9K	0.03%	337
2019 Q4	–	Sell	-1,148	Closed	-$58K	–	488
2019 Q3	$58K	Buy	1,148 +3	+0.3%	+$151	0.02%	395
2019 Q2	$57K	Buy	1,145 +2	+0.2%	+$100	0.02%	424
2019 Q1	$57K	Buy	+1,143	New	+$56.5K	0.02%	412

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

Golden State Wealth Management's ISTB Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 55% in Q2 2026, selling an estimated $18.1K and leaving 304 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Golden State Wealth Management first reported a position in ISTB in Q1 2019 and has held it in 13 quarters since. The position peaked at $213K in Q2 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Golden State Wealth Management held 304 shares of iShares Core 1-5 Year USD Bond ETF worth $14.7K as of Q2 2026.
Golden State Wealth Management sold 375 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $18.1K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1023 holding.
Golden State Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $213K in Q2 2020.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.