Parsonex Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Parsonex Advisory Services’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	$280K	Sell	5,799 -178	-3%	-$8.6K	0.24%	43
2026 Q1	$290K	Sell	5,977 -175	-3%	-$8.53K	0.28%	43
2025 Q4	$300K	Buy	6,152 +61	+1%	+$2.98K	0.19%	77
2025 Q3	$297K	Buy	6,091 +538	+10%	+$26.2K	0.2%	77
2025 Q2	$270K	Buy	+5,553	New	+$268K	0.23%	81

Other funds holding ISTB

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Parsonex Advisory Services's ISTB Position: Q2 2026 in Review

Parsonex Advisory Services reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3% in Q2 2026, selling an estimated $8.6K and leaving 5,799 shares worth $280K. The position accounts for 0.24% of the portfolio, ranked #43.

Parsonex Advisory Services first reported a position in ISTB in Q2 2025 and has held it in 5 quarters since. The position peaked at $300K in Q4 2025. 395 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Parsonex Advisory Services held 5,799 shares of iShares Core 1-5 Year USD Bond ETF worth $280K as of Q2 2026.
Parsonex Advisory Services sold 178 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $8.6K.
iShares Core 1-5 Year USD Bond ETF made up 0.24% of Parsonex Advisory Services's portfolio in Q2 2026, its #43 holding.
Parsonex Advisory Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
Parsonex Advisory Services's iShares Core 1-5 Year USD Bond ETF position peaked at $300K in Q4 2025.
395 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.