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J.W. Cole Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

J.W. Cole 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 		$1.65M Buy
34,129
+226
+0.7% +$10.9K 0.03% 563
2026
Q1 		$1.64M Sell
33,903
-2,192
-6% -$107K 0.06% 284
2025
Q4 		$1.73M Sell
36,095
-507
-1% -$24.7K 0.04% 438
2025
Q3 		$1.79M Sell
36,602
-869
-2% -$42.3K 0.03% 502
2025
Q2 		$1.82M Buy
37,471
+4,566
+14% +$220K 0.04% 451
2025
Q1 		$1.59M Buy
32,905
+2,517
+8% +$121K 0.05% 380
2024
Q4 		$1.45M Sell
30,388
-1,234
-4% -$59.2K 0.06% 318
2024
Q3 		$1.54M Sell
31,622
-316
-1% -$15.2K 0.06% 300
2024
Q2 		$1.51M Sell
31,938
-1,349
-4% -$63.6K 0.07% 266
2024
Q1 		$1.58M Sell
33,287
-818
-2% -$38.8K 0.08% 252
2023
Q4 		$1.62M Buy
34,105
+166
+0.5% +$7.75K 0.1% 226
2023
Q3 		$1.57M Sell
33,939
-590
-2% -$27.5K 0.12% 192
2023
Q2 		$1.61M Buy
34,529
+593
+2% +$27.9K 0.11% 199
2023
Q1 		$1.6M Sell
33,936
-257
-0.8% -$12K 0.11% 207
2022
Q4 		$1.59M Sell
34,193
-281
-0.8% -$13K 0.12% 196
2022
Q3 		$1.59M Buy
34,474
+1,064
+3% +$50.2K 0.13% 184
2022
Q2 		$1.58M Buy
33,410
+201
+0.6% +$9.59K 0.13% 188
2022
Q1 		$1.61M Sell
33,209
-1,657
-5% -$81.9K 0.11% 209
2021
Q4 		$1.76M Buy
+34,866
New +$1.77M 0.11% 198
2021
Q3 		– Sell
-35,202
Closed -$1.81M – 601
2021
Q2 		$1.81M Sell
35,202
-630
-2% -$32.3K 0.14% 170
2021
Q1 		$1.84M Sell
35,832
-2,030
-5% -$105K 0.18% 138
2020
Q4 		$1.96M Buy
+37,862
New +$1.95M 0.2% 117
2020
Q3 		– Sell
-46,385
Closed -$2.39M – 788
2020
Q2 		$2.39M Buy
46,385
+40,836
+736% +$2.09M 0.36% 81
2020
Q1 		$280K Sell
5,549
-44,255
-89% -$2.23M 0.54% 55
2019
Q4 		$2.51M Buy
+49,804
New +$2.51M 0.32% 85

Other funds holding ISTB

AA
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
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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
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

J.W. Cole Advisors's ISTB Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.67% in Q2 2026, buying an estimated $10.9K and bringing the position to 34,129 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #563.

J.W. Cole Advisors first reported a position in ISTB in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.51M in Q4 2019. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • J.W. Cole Advisors held 34,129 shares of iShares Core 1-5 Year USD Bond ETF worth $1.65M as of Q2 2026.
  • J.W. Cole Advisors bought 226 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #563 holding.
  • J.W. Cole Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $2.51M in Q4 2019.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.