Independence Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Independence Financial Advisors’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	$7.38M	Sell	152,851 -3,374	-2%	-$163K	1.91%	18
2026 Q1	$7.57M	Buy	156,225 +2,201	+1%	+$107K	2.27%	17
2025 Q4	$7.51M	Buy	154,024 +2,319	+2%	+$113K	2.06%	18
2025 Q3	$7.41M	Sell	151,705 -120,132	-44%	-$5.84M	2.26%	18
2025 Q2	$13.2M	Buy	271,837 +3,032	+1%	+$146K	5.14%	3
2025 Q1	$13M	Buy	+268,805	New	+$12.9M	4.94%	4

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

Independence Financial Advisors's ISTB Position: Q2 2026 in Review

Independence Financial Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.2% in Q2 2026, selling an estimated $163K and leaving 152,851 shares worth $7.38M. The position accounts for 1.91% of the portfolio, ranked #18.

Independence Financial Advisors first reported a position in ISTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.2M in Q2 2025. 395 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Independence Financial Advisors held 152,851 shares of iShares Core 1-5 Year USD Bond ETF worth $7.38M as of Q2 2026.
Independence Financial Advisors sold 3,374 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $163K.
iShares Core 1-5 Year USD Bond ETF made up 1.91% of Independence Financial Advisors's portfolio in Q2 2026, its #18 holding.
Independence Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $13.2M in Q2 2025.
395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.