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

Infinity Wealth Counsel’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	-4,960	Closed	-$240K	–	67
2026 Q1	$240K	Hold	4,960	–	–	0.22%	57
2025 Q4	$242K	Sell	4,960 -100	-2%	-$4.88K	0.22%	58
2025 Q3	$247K	Sell	5,060 -500	-9%	-$24.3K	0.24%	57
2025 Q2	$270K	Sell	5,560 -200	-3%	-$9.65K	0.27%	50
2025 Q1	$278K	Sell	5,760 -280	-5%	-$13.4K	0.3%	46
2024 Q4	$289K	Buy	+6,040	New	+$290K	0.31%	48

Other funds holding ISTB

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Infinity Wealth Counsel's ISTB Position: Q2 2026 in Review

Infinity Wealth Counsel sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 4,960 shares — an estimated $240K sold.

Infinity Wealth Counsel first reported a position in ISTB in Q4 2024 and held it in 6 quarters. The position peaked at $289K in Q4 2024. 64 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Infinity Wealth Counsel reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Infinity Wealth Counsel sold 4,960 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $240K.
Infinity Wealth Counsel first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and held it in 6 quarters.
Infinity Wealth Counsel's iShares Core 1-5 Year USD Bond ETF position peaked at $289K in Q4 2024.
64 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.