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

Main Street Research’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	$1.19M	Buy	24,592 +534	+2%	+$25.8K	0.06%	55
2026 Q1	$1.17M	Buy	24,058 +1,295	+6%	+$63.1K	0.07%	55
2025 Q4	$1.11M	Buy	22,763 +1,535	+7%	+$74.9K	0.06%	53
2025 Q3	$1.04M	Buy	21,228 +2,262	+12%	+$110K	0.06%	58
2025 Q2	$923K	Buy	18,966 +1,686	+10%	+$81.4K	0.06%	54
2025 Q1	$835K	Buy	+17,280	New	+$830K	0.05%	60

Other funds holding ISTB

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Main Street Research's ISTB Position: Q2 2026 in Review

Main Street Research increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.2% in Q2 2026, buying an estimated $25.8K and bringing the position to 24,592 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #55.

Main Street Research first reported a position in ISTB in Q1 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Main Street Research held 24,592 shares of iShares Core 1-5 Year USD Bond ETF worth $1.19M as of Q2 2026.
Main Street Research bought 534 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $25.8K.
iShares Core 1-5 Year USD Bond ETF made up 0.06% of Main Street Research's portfolio in Q2 2026, its #55 holding.
Main Street Research first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.