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

ORG 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
-313
Closed -$15.2K – 703
2026
Q1 		$15.2K Hold
313
– – ﹤0.01% 455
2025
Q4 		$15.3K Hold
313
– – ﹤0.01% 439
2025
Q3 		$15.3K Hold
313
– – ﹤0.01% 435
2025
Q2 		$15.2K Hold
313
– – ﹤0.01% 461
2025
Q1 		$15.1K Buy
+313
New +$15K ﹤0.01% 488

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

ORG Wealth Partners's ISTB Position: Q2 2026 in Review

ORG Wealth Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 313 shares — an estimated $15.2K sold.

ORG Wealth Partners first reported a position in ISTB in Q1 2025 and held it in 5 quarters. The position peaked at $15.3K in Q3 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • ORG Wealth Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 313 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $15.2K.
  • ORG Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2025 and held it in 5 quarters.
  • ORG Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $15.3K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.