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Legacy Capital Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Legacy Capital Wealth 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 		$428K Hold
8,867
– – 0.08% 226
2026
Q1 		$430K Hold
8,867
– – 0.09% 230
2025
Q4 		$432K Hold
8,867
– – 0.09% 228
2025
Q3 		$433K Hold
8,867
– – 0.09% 231
2025
Q2 		$431K Hold
8,867
– – 0.1% 224
2025
Q1 		$429K Hold
8,867
– – 0.11% 215
2024
Q4 		$424K Sell
8,867
-250
-3% -$12K 0.1% 206
2024
Q3 		$444K Hold
9,117
– – 0.09% 213
2024
Q2 		$432K Buy
+9,117
New +$430K 0.11% 177
2024
Q1 		– Sell
-9,117
Closed -$434K – 223
2023
Q4 		$434K Hold
9,117
– – 0.12% 168
2023
Q3 		$423K Buy
+9,117
New +$424K 0.12% 166
2023
Q2 		– Sell
-9,117
Closed -$430K – 132
2023
Q1 		$430K Buy
+9,117
New +$427K 0.12% 151

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

Legacy Capital Wealth Partners's ISTB Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 8,867 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #226.

Legacy Capital Wealth Partners first reported a position in ISTB in Q1 2023 and has held it in 12 quarters since. The position peaked at $444K in Q3 2024. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Legacy Capital Wealth Partners held 8,867 shares of iShares Core 1-5 Year USD Bond ETF worth $428K as of Q2 2026.
  • Legacy Capital Wealth Partners left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #226 holding.
  • Legacy Capital Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $444K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.