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

&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	$250K	Sell	5,180 -297	-5%	-$14.3K	﹤0.01%	2245
2026 Q1	$265K	Buy	5,477 +79	+1%	+$3.85K	﹤0.01%	2069
2025 Q4	$263K	Sell	5,398 -3,561	-40%	-$174K	﹤0.01%	1996
2025 Q3	$438K	Sell	8,959 -8,670	-49%	-$422K	﹤0.01%	1536
2025 Q2	$858K	Buy	17,629 +6,796	+63%	+$328K	0.01%	1060
2025 Q1	$523K	Buy	10,833 +5,775	+114%	+$277K	0.01%	1112
2024 Q4	$242K	Sell	5,058 -892	-15%	-$42.8K	﹤0.01%	1447
2024 Q3	$288K	Sell	5,950 -1,508	-20%	-$72.6K	0.01%	1119
2024 Q2	$353K	Buy	7,458 +1,415	+23%	+$66.7K	0.02%	662
2024 Q1	$287K	Buy	6,043 +6	+0.1%	+$284	0.04%	375
2023 Q4	$287K	Buy	+6,037	New	+$282K	0.07%	218

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

&Partners's ISTB Position: Q2 2026 in Review

&Partners reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.4% in Q2 2026, selling an estimated $14.3K and leaving 5,180 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

&Partners first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $858K in Q2 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

&Partners held 5,180 shares of iShares Core 1-5 Year USD Bond ETF worth $250K as of Q2 2026.
&Partners sold 297 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $14.3K.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2245 holding.
&Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
&Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $858K in Q2 2025.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.