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

Onyx Bridge Wealth 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 		$222K Hold
4,593
– – 0.02% 350
2026
Q1 		$223K Sell
4,593
-8,876
-66% -$432K 0.02% 329
2025
Q4 		$657K Sell
13,469
-1,117
-8% -$54.5K 0.07% 189
2025
Q3 		$712K Sell
14,586
-112,865
-89% -$5.49M 0.08% 175
2025
Q2 		$6.2M Buy
127,451
+122,433
+2,440% +$5.91M 0.82% 31
2025
Q1 		$243K Sell
5,018
-16,065
-76% -$771K 0.03% 241
2024
Q4 		$1.01M Buy
21,083
+8,661
+70% +$416K 0.15% 99
2024
Q3 		$605K Buy
12,422
+7,177
+137% +$345K 0.09% 142
2024
Q2 		$248K Sell
5,245
-390
-7% -$18.4K 0.04% 221
2024
Q1 		$264K Sell
5,635
-352
-6% -$16.7K 0.05% 202
2023
Q4 		$285K Sell
5,987
-84
-1% -$3.92K 0.06% 195
2023
Q3 		$282K Sell
6,071
-17,871
-75% -$832K 0.07% 183
2023
Q2 		$1.12M Sell
23,942
-205,028
-90% -$9.63M 0.27% 72
2023
Q1 		$10.8M Sell
228,970
-140,880
-38% -$6.59M 4.31% 4
2022
Q4 		$17.3M Sell
369,850
-42,012
-10% -$1.94M 7.05% 3
2022
Q3 		$18.9M Sell
411,862
-74,843
-15% -$3.53M 8.63% 2
2022
Q2 		$23.2M Buy
486,705
+54,537
+13% +$2.6M 10.34% 2
2022
Q1 		$20.7M Buy
432,168
+131,346
+44% +$6.49M 7.86% 4
2021
Q4 		$15.1M Buy
300,822
+41,478
+16% +$2.1M 5.11% 6
2021
Q3 		$13.2M Buy
259,344
+227,057
+703% +$11.6M 4.95% 6
2021
Q2 		$1.66M Buy
32,287
+17,872
+124% +$917K 0.72% 18
2021
Q1 		$739K Sell
14,415
-18,584
-56% -$957K 0.37% 32
2020
Q4 		$1.7M Buy
+32,999
New +$1.7M 1.12% 17

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

Onyx Bridge Wealth Group's ISTB Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 4,593 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #350.

Onyx Bridge Wealth Group first reported a position in ISTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.2M in Q2 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Onyx Bridge Wealth Group held 4,593 shares of iShares Core 1-5 Year USD Bond ETF worth $222K as of Q2 2026.
  • Onyx Bridge Wealth Group left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #350 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's iShares Core 1-5 Year USD Bond ETF position peaked at $23.2M in Q2 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.