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

Greykasell Wealth Strategies’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 		$79.6K Sell
1,649
-45,226
-96% -$2.18M 0.03% 202
2026
Q1 		$2.27M Sell
46,875
-3,699
-7% -$180K 0.92% 30
2025
Q4 		$2.47M Sell
50,574
-1,750
-3% -$85.4K 0.97% 26
2025
Q3 		$2.56M Buy
52,324
+40,259
+334% +$1.96M 1.08% 23
2025
Q2 		$587K Sell
12,065
-1,184
-9% -$57.1K 0.28% 77
2025
Q1 		$641K Sell
13,249
-5,159
-28% -$248K 0.34% 71
2024
Q4 		$879K Buy
+18,408
New +$884K 0.49% 60

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

Greykasell Wealth Strategies's ISTB Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 96% in Q2 2026, selling an estimated $2.18M and leaving 1,649 shares worth $79.6K. The position accounts for 0.03% of the portfolio, ranked #202.

Greykasell Wealth Strategies first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q3 2025. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Greykasell Wealth Strategies held 1,649 shares of iShares Core 1-5 Year USD Bond ETF worth $79.6K as of Q2 2026.
  • Greykasell Wealth Strategies sold 45,226 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $2.18M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #202 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Greykasell Wealth Strategies's iShares Core 1-5 Year USD Bond ETF position peaked at $2.56M in Q3 2025.
  • 397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.