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MBL Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

MBL Wealth’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 		$42.2M Buy
874,816
+40,097
+5% +$1.94M 2.88% 6
2026
Q1 		$40.5M Buy
834,719
+60,258
+8% +$2.94M 3.06% 7
2025
Q4 		$37.8M Buy
774,461
+27,948
+4% +$1.36M 3.03% 7
2025
Q3 		$36.5M Buy
746,513
+36,110
+5% +$1.76M 3.18% 7
2025
Q2 		$34.6M Sell
710,403
-5,556
-0.8% -$268K 3.3% 6
2025
Q1 		$34.6M Buy
715,959
+3,611
+0.5% +$173K 3.5% 6
2024
Q4 		$34M Buy
712,348
+27,767
+4% +$1.33M 3.41% 5
2024
Q3 		$33.3M Buy
684,581
+6,559
+1% +$316K 3.58% 6
2024
Q2 		$32.1M Buy
678,022
+16,989
+3% +$801K 3.59% 5
2024
Q1 		$31.4M Buy
661,033
+32,811
+5% +$1.56M 3.56% 5
2023
Q4 		$29.9M Sell
628,222
-15,150
-2% -$707K 3.74% 6
2023
Q3 		$29.8M Buy
643,372
+18,086
+3% +$842K 4.2% 5
2023
Q2 		$29.2M Buy
625,286
+45,725
+8% +$2.15M 4.11% 4
2023
Q1 		$27.3M Buy
579,561
+83,325
+17% +$3.9M 4.27% 4
2022
Q4 		$23M Buy
496,236
+242,594
+96% +$11.2M 4.41% 4
2022
Q3 		$11.7M Buy
253,642
+98,265
+63% +$4.64M 2.52% 10
2022
Q2 		$7.37M Buy
155,377
+47,095
+43% +$2.25M 1.84% 15
2022
Q1 		$5.25M Buy
+108,282
New +$5.35M 1.28% 22
2021
Q3 		$9.13M Buy
+178,683
New +$9.16M 3.16% 7
2021
Q1 		$11.1M Buy
217,166
+5,346
+3% +$275K 3.89% 5
2020
Q4 		$10.9M Buy
+211,820
New +$10.9M 4.33% 4

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

MBL Wealth's ISTB Position: Q2 2026 in Review

MBL Wealth increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4.8% in Q2 2026, buying an estimated $1.94M and bringing the position to 874,816 shares worth $42.2M. The position accounts for 2.88% of the portfolio, ranked #6.

MBL Wealth first reported a position in ISTB in Q4 2020 and has held it in 21 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • MBL Wealth held 874,816 shares of iShares Core 1-5 Year USD Bond ETF worth $42.2M as of Q2 2026.
  • MBL Wealth bought 40,097 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.94M.
  • iShares Core 1-5 Year USD Bond ETF made up 2.88% of MBL Wealth's portfolio in Q2 2026, its #6 holding.
  • MBL Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.