Independent Advisor Alliance’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,585	Closed	-$222K	–	1366
2026 Q1	$222K	Buy	+4,585	New	+$223K	﹤0.01%	1449
2025 Q1	–	Sell	-5,503	Closed	-$263K	–	1093
2024 Q4	$263K	Buy	+5,503	New	+$264K	﹤0.01%	1187
2023 Q3	–	Sell	-8,334	Closed	-$389K	–	675
2023 Q2	$389K	Buy	8,334 +99	+1%	+$4.65K	0.02%	477
2023 Q1	$388K	Buy	+8,235	New	+$385K	0.02%	472
2020 Q1	–	Sell	-7,768	Closed	-$392K	–	629
2019 Q4	$392K	Buy	+7,768	New	+$391K	0.02%	595
2017 Q2	–	Sell	-9,130	Closed	-$457K	–	313
2017 Q1	$457K	Buy	+9,130	New	+$457K	0.07%	238

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

Independent Advisor Alliance's ISTB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 4,585 shares — an estimated $222K sold.

Independent Advisor Alliance first reported a position in ISTB in Q1 2017 and held it in 6 quarters. The position peaked at $457K in Q1 2017. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,585 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $222K.
Independent Advisor Alliance first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2017 and held it in 6 quarters.
Independent Advisor Alliance's iShares Core 1-5 Year USD Bond ETF position peaked at $457K in Q1 2017.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.