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

Mather 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 		$3.53M Sell
73,201
-1,676
-2% -$80.9K 0.03% 200
2026
Q1 		$3.63M Sell
74,877
-1,659
-2% -$80.8K 0.04% 162
2025
Q4 		$3.73M Sell
76,536
-3,140
-4% -$153K 0.04% 145
2025
Q3 		$3.89M Sell
79,676
-3,570
-4% -$174K 0.04% 141
2025
Q2 		$4.05M Sell
83,246
-11,682
-12% -$564K 0.04% 134
2025
Q1 		$4.59M Buy
94,928
+1,664
+2% +$79.9K 0.05% 120
2024
Q4 		$4.46M Sell
93,264
-1,578
-2% -$75.7K 0.06% 119
2024
Q3 		$4.62M Sell
94,842
-7,986
-8% -$384K 0.06% 114
2024
Q2 		$4.88M Sell
102,828
-2,930
-3% -$138K 0.06% 123
2024
Q1 		$5.03M Buy
105,758
+534
+0.5% +$25.3K 0.08% 93
2023
Q4 		$5M Sell
105,224
-13,120
-11% -$613K 0.08% 95
2023
Q3 		$5.49M Buy
118,344
+4,923
+4% +$229K 0.1% 83
2023
Q2 		$5.29M Buy
113,421
+5,319
+5% +$250K 0.08% 96
2023
Q1 		$5.1M Sell
108,102
-7,060
-6% -$330K 0.09% 86
2022
Q4 		$5.35M Buy
115,162
+4,037
+4% +$187K 0.1% 81
2022
Q3 		$5.12M Buy
111,125
+14,755
+15% +$696K 0.11% 83
2022
Q2 		$4.57M Buy
96,370
+84,693
+725% +$4.04M 0.1% 79
2022
Q1 		$566K Buy
+11,677
New +$577K 0.01% 244

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

Mather Group's ISTB Position: Q2 2026 in Review

Mather Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 2.2% in Q2 2026, selling an estimated $80.9K and leaving 73,201 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #200.

Mather Group first reported a position in ISTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.49M in Q3 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Mather Group held 73,201 shares of iShares Core 1-5 Year USD Bond ETF worth $3.53M as of Q2 2026.
  • Mather Group sold 1,676 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $80.9K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.03% of Mather Group's portfolio in Q2 2026, its #200 holding.
  • Mather Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Mather Group's iShares Core 1-5 Year USD Bond ETF position peaked at $5.49M in Q3 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.