KPWS
ISTB icon

Kestra Private Wealth Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kestra Private Wealth Services’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 		$1.57M Buy
32,642
+3,860
+13% +$186K 0.02% 677
2026
Q1 		$1.39M Buy
28,782
+1,162
+4% +$56.6K 0.02% 687
2025
Q4 		$1.35M Buy
27,620
+2,275
+9% +$111K 0.02% 678
2025
Q3 		$1.24M Buy
25,345
+1,540
+6% +$74.9K 0.02% 690
2025
Q2 		$1.16M Buy
23,805
+2,924
+14% +$141K 0.02% 686
2025
Q1 		$1.01M Buy
20,881
+757
+4% +$36.3K 0.02% 682
2024
Q4 		$961K Buy
20,124
+92
+0.5% +$4.42K 0.02% 663
2024
Q3 		$975K Buy
20,032
+461
+2% +$22.2K 0.02% 625
2024
Q2 		$927K Sell
19,571
-9
-0% -$424 0.02% 599
2024
Q1 		$929K Sell
19,580
-5,419
-22% -$257K 0.02% 577
2023
Q4 		$1.19M Buy
24,999
+6,297
+34% +$294K 0.03% 481
2023
Q3 		$867K Buy
18,702
+9,778
+110% +$455K 0.03% 505
2023
Q2 		$416K Sell
8,924
-6,920
-44% -$325K 0.01% 696
2023
Q1 		$747K Buy
15,844
+51
+0.3% +$2.39K 0.03% 491
2022
Q4 		$733K Buy
15,793
+2,727
+21% +$126K 0.04% 432
2022
Q3 		$602K Buy
13,066
+2,370
+22% +$112K 0.03% 445
2022
Q2 		$507K Sell
10,696
-59,009
-85% -$2.82M 0.03% 501
2022
Q1 		$3.38M Sell
69,705
-32,089
-32% -$1.59M 0.17% 145
2021
Q4 		$5.13M Sell
101,794
-7,327
-7% -$371K 0.25% 100
2021
Q3 		$5.57M Buy
109,121
+71,944
+194% +$3.69M 0.31% 71
2021
Q2 		$1.91M Buy
37,177
+4,411
+13% +$226K 0.12% 198
2021
Q1 		$1.68M Sell
32,766
-2,885
-8% -$149K 0.12% 199
2020
Q4 		$1.84M Buy
35,651
+5,988
+20% +$309K 0.14% 176
2020
Q3 		$1.53M Buy
+29,663
New +$1.53M 0.13% 167

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

Kestra Private Wealth Services's ISTB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 13% in Q2 2026, buying an estimated $186K and bringing the position to 32,642 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #677.

Kestra Private Wealth Services first reported a position in ISTB in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.57M in Q3 2021. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Kestra Private Wealth Services held 32,642 shares of iShares Core 1-5 Year USD Bond ETF worth $1.57M as of Q2 2026.
  • Kestra Private Wealth Services bought 3,860 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #677 holding.
  • Kestra Private Wealth Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's iShares Core 1-5 Year USD Bond ETF position peaked at $5.57M in Q3 2021.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.