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HeadInvest LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

HeadInvest LLC’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 		$811K Hold
16,807
– – 0.15% 122
2026
Q1 		$814K Hold
16,807
– – 0.17% 107
2025
Q4 		$819K Sell
16,807
-2,940
-15% -$143K 0.16% 103
2025
Q3 		$964K Sell
19,747
-100
-0.5% -$4.86K 0.2% 94
2025
Q2 		$966K Hold
19,847
– – 0.21% 90
2025
Q1 		$960K Hold
19,847
– – 0.19% 101
2024
Q4 		$948K Sell
19,847
-260
-1% -$12.5K 0.18% 98
2024
Q3 		$979K Hold
20,107
– – 0.18% 96
2024
Q2 		$952K Hold
20,107
– – 0.19% 91
2024
Q1 		$954K Hold
20,107
– – 0.19% 93
2023
Q4 		$956K Sell
20,107
-200
-1% -$9.34K 0.2% 87
2023
Q3 		$937K Sell
20,307
-11
-0.1% -$512 0.2% 85
2023
Q2 		$946K Sell
20,318
-3,425
-14% -$161K 0.2% 85
2023
Q1 		$1.12M Sell
23,743
-1,249
-5% -$58.5K 0.25% 79
2022
Q4 		$1.16M Sell
24,992
-7,300
-23% -$338K 0.26% 76
2022
Q3 		$1.49M Sell
32,292
-1,000
-3% -$47.2K 0.36% 61
2022
Q2 		$1.58M Sell
33,292
-7,889
-19% -$377K 0.35% 64
2022
Q1 		$2M Sell
41,181
-5,100
-11% -$252K 0.38% 59
2021
Q4 		$2.33M Buy
46,281
+8,780
+23% +$445K 0.41% 54
2021
Q3 		$1.92M Buy
37,501
+4,540
+14% +$233K 0.36% 55
2021
Q2 		$1.69M Sell
32,961
-4,885
-13% -$251K 0.32% 61
2021
Q1 		$1.94M Buy
37,846
+5,601
+17% +$288K 0.4% 54
2020
Q4 		$1.67M Buy
+32,245
New +$1.66M 0.35% 57
2019
Q3 		– Sell
-14,990
Closed -$756K – 197
2019
Q2 		$756K Hold
14,990
– – 0.21% 76
2019
Q1 		$747K Buy
+14,990
New +$741K 0.21% 78

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

HeadInvest LLC's ISTB Position: Q2 2026 in Review

HeadInvest LLC held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 16,807 shares worth $811K. The position accounts for 0.15% of the portfolio, ranked #122.

HeadInvest LLC first reported a position in ISTB in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.33M in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • HeadInvest LLC held 16,807 shares of iShares Core 1-5 Year USD Bond ETF worth $811K as of Q2 2026.
  • HeadInvest LLC 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 0.15% of HeadInvest LLC's portfolio in Q2 2026, its #122 holding.
  • HeadInvest LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • HeadInvest LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $2.33M 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 HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.