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

Invested 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 		– Sell
-74,838
Closed -$3.63M – 158
2026
Q1 		$3.63M Buy
74,838
+15,296
+26% +$745K 3.66% 4
2025
Q4 		$2.9M Sell
59,542
-12,188
-17% -$595K 3.01% 8
2025
Q3 		$3.43M Buy
+71,730
New +$3.49M 4.99% 3

Other funds holding ISTB

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Invested Advisors's ISTB Position: Q2 2026 in Review

Invested Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 74,838 shares — an estimated $3.63M sold.

Invested Advisors first reported a position in ISTB in Q3 2025 and held it in 3 quarters. The position peaked at $3.63M in Q1 2026. 220 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Invested Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Invested Advisors sold 74,838 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $3.63M.
  • Invested Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2025 and held it in 3 quarters.
  • Invested Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $3.63M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.