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

Lakeridge 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	$15.4M	Buy	318,545 +73,329	+30%	+$3.54M	5.64%	2
2026 Q1	$11.9M	Buy	245,216 +34,704	+16%	+$1.69M	5.11%	2
2025 Q4	$10.3M	Buy	210,512 +66	+0%	+$3.22K	4.66%	3
2025 Q3	$10.3M	Buy	210,446 +357	+0.2%	+$17.4K	4.57%	3
2025 Q2	$10.2M	Buy	210,089 +4,022	+2%	+$194K	4.7%	4
2025 Q1	$9.96M	Buy	206,067 +13,053	+7%	+$627K	4.98%	4
2024 Q4	$9.22M	Buy	193,014 +75,684	+65%	+$3.63M	4.76%	4
2024 Q3	$5.71M	Buy	117,330 +22,988	+24%	+$1.11M	3.14%	8
2024 Q2	$4.47M	Buy	94,342 +13,663	+17%	+$644K	2.69%	11
2024 Q1	$3.83M	Buy	80,679 +27,799	+53%	+$1.32M	2.48%	11
2023 Q4	$2.51M	Buy	+52,880	New	+$2.47M	1.82%	13

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Lakeridge Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 30% in Q2 2026, buying an estimated $3.54M and bringing the position to 318,545 shares worth $15.4M. The position accounts for 5.64% of the portfolio, ranked #2.

Lakeridge Wealth Management first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Lakeridge Wealth Management held 318,545 shares of iShares Core 1-5 Year USD Bond ETF worth $15.4M as of Q2 2026.
Lakeridge Wealth Management bought 73,329 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $3.54M.
iShares Core 1-5 Year USD Bond ETF made up 5.64% of Lakeridge Wealth Management's portfolio in Q2 2026, its #2 holding.
Lakeridge Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.