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

Horizon Family Wealth’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 		$1.89M Buy
39,107
+419
+1% +$20.2K 0.86% 33
2026
Q1 		$1.87M Sell
38,688
-522
-1% -$25.4K 0.99% 26
2025
Q4 		$1.91M Buy
39,210
+971
+3% +$47.4K 1.02% 28
2025
Q3 		$1.87M Buy
38,239
+740
+2% +$36K 1.07% 24
2025
Q2 		$1.82M Sell
37,499
-515
-1% -$24.9K 1.11% 22
2025
Q1 		$1.84M Sell
38,014
-33
-0.1% -$1.58K 1.23% 16
2024
Q4 		$1.82M Buy
38,047
+4,642
+14% +$223K 1.21% 18
2024
Q3 		$1.63M Buy
33,405
+680
+2% +$32.7K 1.16% 19
2024
Q2 		$1.55M Buy
32,725
+307
+0.9% +$14.5K 1.18% 19
2024
Q1 		$1.54M Buy
32,418
+207
+0.6% +$9.81K 1.19% 17
2023
Q4 		$1.53M Buy
+32,211
New +$1.5M 1.29% 17

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

Horizon Family Wealth's ISTB Position: Q2 2026 in Review

Horizon Family Wealth increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 39,107 shares worth $1.89M. The position accounts for 0.86% of the portfolio, ranked #33.

Horizon Family Wealth first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2025. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Horizon Family Wealth held 39,107 shares of iShares Core 1-5 Year USD Bond ETF worth $1.89M as of Q2 2026.
  • Horizon Family Wealth bought 419 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $20.2K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.86% of Horizon Family Wealth's portfolio in Q2 2026, its #33 holding.
  • Horizon Family Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Horizon Family Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $1.91M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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