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

LJI 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 		$57.8M Buy
1,198,694
+1,176,919
+5,405% +$56.8M 8.1% 3
2026
Q1 		$1.06M Sell
21,775
-786
-3% -$38.3K 0.17% 54
2025
Q4 		$1.1M Buy
22,561
+357
+2% +$17.4K 0.17% 64
2025
Q3 		$1.08M Sell
22,204
-139
-0.6% -$6.76K 0.19% 47
2025
Q2 		$1.09M Sell
22,343
-21,330
-49% -$1.03M 0.19% 54
2025
Q1 		$2.11M Sell
43,673
-2,436
-5% -$117K 0.42% 31
2024
Q4 		$2.2M Sell
46,109
-23,278
-34% -$1.12M 0.43% 31
2024
Q3 		$3.38M Sell
69,387
-1,329
-2% -$64K 0.69% 21
2024
Q2 		$3.35M Sell
70,716
-5,204
-7% -$245K 0.74% 21
2024
Q1 		$3.6M Sell
75,920
-843
-1% -$40K 0.93% 19
2023
Q4 		$3.65M Sell
76,763
-3,517
-4% -$164K 0.95% 19
2023
Q3 		$3.72M Sell
80,280
-2,410
-3% -$112K 1.07% 16
2023
Q2 		$3.86M Sell
82,690
-289
-0.3% -$13.6K 1.12% 16
2023
Q1 		$3.91M Sell
82,979
-9,287
-10% -$435K 1.24% 16
2022
Q4 		$4.28M Buy
+92,266
New +$4.27M 1.5% 15

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

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

LJI Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5,405% in Q2 2026, buying an estimated $56.8M and bringing the position to 1,198,694 shares worth $57.8M. The position accounts for 8.1% of the portfolio, ranked #3.

LJI Wealth Management first reported a position in ISTB in Q4 2022 and has held it in 15 quarters since. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • LJI Wealth Management held 1,198,694 shares of iShares Core 1-5 Year USD Bond ETF worth $57.8M as of Q2 2026.
  • LJI Wealth Management bought 1,176,919 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $56.8M.
  • iShares Core 1-5 Year USD Bond ETF made up 8.1% of LJI Wealth Management's portfolio in Q2 2026, its #3 holding.
  • LJI Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.