Main Street Financial Solutions’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Main Street Financial Solutions’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	$534K	Sell	11,061 -750	-6%	-$36.2K	0.03%	347
2026 Q1	$572K	Sell	11,811 -1,297	-10%	-$63.2K	0.04%	320
2025 Q4	$639K	Sell	13,108 -634	-5%	-$30.9K	0.05%	292
2025 Q3	$671K	Buy	+13,742	New	+$668K	0.04%	323
2021 Q1	–	Sell	-6,555	Closed	-$339K	–	421
2020 Q4	$339K	Buy	+6,555	New	+$338K	0.07%	265

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

Main Street Financial Solutions's ISTB Position: Q2 2026 in Review

Main Street Financial Solutions reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.4% in Q2 2026, selling an estimated $36.2K and leaving 11,061 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #347.

Main Street Financial Solutions first reported a position in ISTB in Q4 2020 and has held it in 5 quarters since. The position peaked at $671K in Q3 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Main Street Financial Solutions held 11,061 shares of iShares Core 1-5 Year USD Bond ETF worth $534K as of Q2 2026.
Main Street Financial Solutions sold 750 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $36.2K.
iShares Core 1-5 Year USD Bond ETF made up 0.03% of Main Street Financial Solutions's portfolio in Q2 2026, its #347 holding.
Main Street Financial Solutions first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 5 quarters since.
Main Street Financial Solutions's iShares Core 1-5 Year USD Bond ETF position peaked at $671K in Q3 2025.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.