NA
ISTB icon

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

NewEdge 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 		$3.84M Buy
79,682
+13,814
+21% +$667K 0.01% 881
2026
Q1 		$3.19M Buy
65,868
+20,485
+45% +$998K 0.01% 875
2025
Q4 		$2.21M Sell
45,383
-8,495
-16% -$415K 0.01% 1021
2025
Q3 		$2.63M Sell
53,878
-3,898
-7% -$190K 0.01% 879
2025
Q2 		$2.81M Buy
57,776
+6,809
+13% +$329K 0.01% 782
2025
Q1 		$2.46M Buy
50,967
+12,326
+32% +$592K 0.01% 767
2024
Q4 		$1.85M Buy
38,641
+13,514
+54% +$649K 0.01% 862
2024
Q3 		$1.22M Sell
25,127
-3,730
-13% -$180K 0.01% 1010
2024
Q2 		$1.37M Buy
28,857
+6,090
+27% +$287K 0.01% 924
2024
Q1 		$1.08M Sell
22,767
-10,695
-32% -$507K 0.01% 968
2023
Q4 		$1.59M Sell
33,462
-449,974
-93% -$21M 0.02% 750
2023
Q3 		$22.4M Sell
483,436
-11,370
-2% -$529K 0.25% 97
2023
Q2 		$23.1M Sell
494,806
-21,455
-4% -$1.01M 0.26% 93
2023
Q1 		$24.5M Sell
516,261
-100,333
-16% -$4.7M 0.31% 84
2022
Q4 		$28.6M Sell
616,594
-169,803
-22% -$7.86M 0.77% 18
2022
Q3 		$36.3M Buy
786,397
+14,565
+2% +$687K 0.6% 30
2022
Q2 		$36.6M Buy
771,832
+3,163
+0.4% +$151K 0.61% 26
2022
Q1 		$37.3M Buy
768,669
+607,129
+376% +$30M 0.6% 33
2021
Q4 		$8.15M Buy
+161,540
New +$8.18M 0.12% 164

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

NewEdge Advisors's ISTB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 21% in Q2 2026, buying an estimated $667K and bringing the position to 79,682 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #881.

NewEdge Advisors first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.3M in Q1 2022. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • NewEdge Advisors held 79,682 shares of iShares Core 1-5 Year USD Bond ETF worth $3.84M as of Q2 2026.
  • NewEdge Advisors bought 13,814 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $667K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #881 holding.
  • NewEdge Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $37.3M in Q1 2022.
  • 397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.