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

Medallion Wealth Advisors’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 		$62.5K Buy
832
+463
+125% +$22.4K 0.02% 428
2026
Q1 		$17.9K Buy
369
+353
+2,206% +$17.2K 0.01% 669
2025
Q4 		$780 Hold
16
– – ﹤0.01% 1061
2025
Q3 		$781 Hold
16
– – ﹤0.01% 1042
2025
Q2 		$775 Hold
16
– – ﹤0.01% 1035
2025
Q1 		$772 Buy
+16
New +$768 ﹤0.01% 1006

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

Medallion Wealth Advisors's ISTB Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 125% in Q2 2026, buying an estimated $22.4K and bringing the position to 832 shares worth $62.5K. The position accounts for 0.02% of the portfolio, ranked #428.

Medallion Wealth Advisors first reported a position in ISTB in Q1 2025 and has held it in 6 quarters since. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Medallion Wealth Advisors held 832 shares of iShares Core 1-5 Year USD Bond ETF worth $62.5K as of Q2 2026.
  • Medallion Wealth Advisors bought 463 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $22.4K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #428 holding.
  • Medallion Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.