KWM
ISTB icon

Kingsview Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Kingsview Wealth Management’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 		$320K Buy
6,628
+957
+17% +$46.2K ﹤0.01% 1159
2026
Q1 		$275K Buy
5,671
+423
+8% +$20.6K ﹤0.01% 1124
2025
Q4 		$256K Buy
5,248
+432
+9% +$21.1K ﹤0.01% 1075
2025
Q3 		$235K Buy
+4,816
New +$234K ﹤0.01% 1069
2023
Q4 		– Sell
-9,509
Closed -$441K – 986
2023
Q3 		$441K Buy
+9,509
New +$443K 0.02% 653

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

Kingsview Wealth Management's ISTB Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 17% in Q2 2026, buying an estimated $46.2K and bringing the position to 6,628 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Kingsview Wealth Management first reported a position in ISTB in Q3 2023 and has held it in 5 quarters since. The position peaked at $441K in Q3 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Kingsview Wealth Management held 6,628 shares of iShares Core 1-5 Year USD Bond ETF worth $320K as of Q2 2026.
  • Kingsview Wealth Management bought 957 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $46.2K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1159 holding.
  • Kingsview Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • Kingsview Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $441K in Q3 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.