Luts & Greenleigh Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Luts & Greenleigh Group’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	$1.23M	Sell	25,576 -82	-0.3%	-$3.96K	0.93%	25
2026 Q1	$1.24M	Sell	25,658 -33	-0.1%	-$1.61K	0.98%	24
2025 Q4	$1.25M	Hold	25,691	–	–	1.06%	23
2025 Q3	$1.25M	Sell	25,691 -146	-0.6%	-$7.1K	1.13%	20
2025 Q2	$1.26M	Sell	25,837 -57	-0.2%	-$2.75K	1.21%	19
2025 Q1	$1.25M	Hold	25,894	–	–	1.24%	18
2024 Q4	$1.24M	Sell	25,894 -13	-0.1%	-$624	1.22%	17
2024 Q3	$1.26M	Buy	25,907 +291	+1%	+$14K	1.21%	16
2024 Q2	$1.21M	Buy	+25,616	New	+$1.21M	1.26%	17
2023 Q4	$1.05M	Sell	22,125 -11,597	-34%	-$541K	1.33%	14
2023 Q3	$1.56M	Sell	33,722 -268	-0.8%	-$12.5K	1.94%	6
2023 Q2	$1.59M	Sell	33,990 -13,165	-28%	-$619K	1.96%	7
2023 Q1	$2.22M	Sell	47,155 -20	-0%	-$936	2.82%	5
2022 Q4	$2.19M	Buy	+47,175	New	+$2.18M	2.78%	5

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

Luts & Greenleigh Group's ISTB Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.32% in Q2 2026, selling an estimated $3.96K and leaving 25,576 shares worth $1.23M. The position accounts for 0.93% of the portfolio, ranked #25.

Luts & Greenleigh Group first reported a position in ISTB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q1 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Luts & Greenleigh Group held 25,576 shares of iShares Core 1-5 Year USD Bond ETF worth $1.23M as of Q2 2026.
Luts & Greenleigh Group sold 82 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $3.96K.
iShares Core 1-5 Year USD Bond ETF made up 0.93% of Luts & Greenleigh Group's portfolio in Q2 2026, its #25 holding.
Luts & Greenleigh Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
Luts & Greenleigh Group's iShares Core 1-5 Year USD Bond ETF position peaked at $2.22M in Q1 2023.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.