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

Integrated Wealth Concepts’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
Q1 		$939K Buy
+19,374
New +$944K 0.01% 1154
2025
Q4 		– Sell
-18,735
Closed -$915K – 1844
2025
Q3 		$915K Buy
18,735
+3,149
+20% +$153K 0.01% 1027
2025
Q2 		$758K Buy
15,586
+117
+0.8% +$5.65K 0.01% 1058
2025
Q1 		$748K Sell
15,469
-1,583
-9% -$76K 0.01% 958
2024
Q4 		$815K Buy
17,052
+1,441
+9% +$69.2K 0.01% 911
2024
Q3 		$760K Buy
15,611
+1,751
+13% +$84.3K 0.01% 916
2024
Q2 		$657K Buy
13,860
+598
+5% +$28.2K 0.01% 936
2024
Q1 		$629K Sell
13,262
-3,504
-21% -$166K 0.01% 948
2023
Q4 		$797K Sell
16,766
-8,792
-34% -$411K 0.01% 812
2023
Q3 		$1.19M Sell
25,558
-36,536
-59% -$1.7M 0.02% 624
2023
Q2 		$2.9M Buy
+62,094
New +$2.92M 0.05% 338
2022
Q4 		– Sell
-10,696
Closed -$493K – 1051
2022
Q3 		$493K Sell
10,696
-6,496
-38% -$307K 0.02% 597
2022
Q2 		$815K Sell
17,192
-102,056
-86% -$4.87M 0.03% 466
2022
Q1 		$5.78M Buy
119,248
+7,492
+7% +$370K 0.18% 114
2021
Q4 		$5.64M Sell
111,756
-37,218
-25% -$1.88M 0.17% 109
2021
Q3 		$7.61M Sell
148,974
-85,353
-36% -$4.37M 0.25% 84
2021
Q2 		$12M Sell
234,327
-3,914
-2% -$201K 0.43% 55
2021
Q1 		$12.2M Sell
238,241
-14,385
-6% -$741K 0.5% 49
2020
Q4 		$13M Buy
252,626
+163,016
+182% +$8.4M 0.62% 44
2020
Q3 		$4.62M Sell
89,610
-79,762
-47% -$4.11M 0.28% 74
2020
Q2 		$8.72M Buy
169,372
+86,783
+105% +$4.43M 0.63% 42
2020
Q1 		$4.17M Buy
82,589
+68,138
+472% +$3.44M 0.39% 56
2019
Q4 		$728K Buy
+14,451
New +$728K 0.06% 204

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

Integrated Wealth Concepts's ISTB Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026: 19,374 shares worth $939K. The stake represents 0.01% of the portfolio and ranks #1154 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ISTB as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ISTB in Q4 2019 and has held it in 23 quarters since. The position peaked at $13M in Q4 2020. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Integrated Wealth Concepts held 19,374 shares of iShares Core 1-5 Year USD Bond ETF worth $939K as of Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1154 holding.
  • Integrated Wealth Concepts first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's iShares Core 1-5 Year USD Bond ETF position peaked at $13M in Q4 2020.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.