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LRI Investments’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

LRI Investments’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 		$820 Buy
+17
New +$821 ﹤0.01% 1420

Other funds holding ISTB

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

LRI Investments's ISTB Position: Q2 2026 in Review

LRI Investments opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 17 shares worth $820. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings.

173 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • LRI Investments held 17 shares of iShares Core 1-5 Year USD Bond ETF worth $820 as of Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new LRI Investments position in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1420 holding.
  • 173 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.