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

Oak Harbor Wealth Partners’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 		– Sell
-9,769
Closed -$473K – 261
2026
Q1 		$473K Buy
9,769
+1,457
+18% +$71K 0.11% 144
2025
Q4 		$405K Buy
8,312
+834
+11% +$40.7K 0.1% 153
2025
Q3 		$365K Sell
7,478
-1,141
-13% -$55.5K 0.09% 156
2025
Q2 		$419K Buy
8,619
+1,743
+25% +$84.1K 0.11% 142
2025
Q1 		$332K Buy
6,876
+1,337
+24% +$64.2K 0.1% 157
2024
Q4 		$265K Hold
5,539
– – 0.08% 151
2024
Q3 		$270K Sell
5,539
-1,060
-16% -$51K 0.08% 150
2024
Q2 		$313K Buy
6,599
+220
+3% +$10.4K 0.1% 132
2024
Q1 		$303K Sell
6,379
-291
-4% -$13.8K 0.09% 135
2023
Q4 		$317K Sell
6,670
-1,193
-15% -$55.7K 0.11% 130
2023
Q3 		$365K Buy
7,863
+2,183
+38% +$102K 0.13% 123
2023
Q2 		$265K Buy
5,680
+3
+0.1% +$141 0.09% 147
2023
Q1 		$268K Sell
5,677
-98
-2% -$4.59K 0.1% 140
2022
Q4 		$268K Sell
5,775
-2,428
-30% -$112K 0.1% 133
2022
Q3 		$378K Sell
8,203
-1,162
-12% -$54.8K 0.15% 112
2022
Q2 		$444K Sell
9,365
-3,600
-28% -$172K 0.18% 97
2022
Q1 		$628K Buy
12,965
+281
+2% +$13.9K 0.21% 91
2021
Q4 		$640K Buy
+12,684
New +$642K 0.22% 87

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State of Wisconsin Investment Board
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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

Oak Harbor Wealth Partners's ISTB Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 9,769 shares — an estimated $473K sold.

Oak Harbor Wealth Partners first reported a position in ISTB in Q4 2021 and held it in 18 quarters. The position peaked at $640K in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 9,769 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $473K.
  • Oak Harbor Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 18 quarters.
  • Oak Harbor Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $640K in Q4 2021.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.