Integrated Wealth Concepts
ISTB icon

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
Q2 		$875K Sell
18,129
-1,245
-6% -$60.1K 0.01% 1293
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

Acorns Advisers
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
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 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
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Integrated Wealth Concepts's ISTB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.4% in Q2 2026, selling an estimated $60.1K and leaving 18,129 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #1293.

Integrated Wealth Concepts first reported a position in ISTB in Q4 2019 and has held it in 24 quarters since. The position peaked at $13M in Q4 2020. 400 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Integrated Wealth Concepts held 18,129 shares of iShares Core 1-5 Year USD Bond ETF worth $875K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,245 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $60.1K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1293 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 24 quarters since.
  • Integrated Wealth Concepts's iShares Core 1-5 Year USD Bond ETF position peaked at $13M in Q4 2020.
  • 400 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.