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Investment Research Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Investment Research Partners’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
-124,023
Closed -$6.01M – 287
2026
Q1 		$6.01M Buy
124,023
+16,909
+16% +$824K 2.45% 9
2025
Q4 		$5.22M Buy
107,114
+2,110
+2% +$103K 2.24% 10
2025
Q3 		$5.13M Buy
+105,004
New +$5.11M 2.31% 9

Other funds holding ISTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
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 21.51% 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

Investment Research Partners's ISTB Position: Q2 2026 in Review

Investment Research Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 124,023 shares — an estimated $6.01M sold.

Investment Research Partners first reported a position in ISTB in Q3 2025 and held it in 3 quarters. The position peaked at $6.01M in Q1 2026. 322 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Investment Research Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Research Partners sold 124,023 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $6.01M.
  • Investment Research Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2025 and held it in 3 quarters.
  • Investment Research Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $6.01M in Q1 2026.
  • 322 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.