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

PFS 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	$262K	Hold	5,432	–	–	0.11%	89
2026 Q1	$263K	Hold	5,432	–	–	0.12%	77
2025 Q4	$265K	Hold	5,432	–	–	0.12%	71
2025 Q3	$265K	Hold	5,432	–	–	0.13%	63
2025 Q2	$264K	Hold	5,432	–	–	0.13%	57
2025 Q1	$263K	Hold	5,432	–	–	0.14%	54
2024 Q4	$259K	Hold	5,432	–	–	0.14%	55
2024 Q3	$264K	Hold	5,432	–	–	0.15%	50
2024 Q2	$257K	Hold	5,432	–	–	0.16%	49
2024 Q1	$258K	Hold	5,432	–	–	0.17%	48
2023 Q4	$258K	Hold	5,432	–	–	0.18%	43
2023 Q3	$252K	Hold	5,432	–	–	0.22%	32
2023 Q2	$253K	Hold	5,432	–	–	0.21%	31
2023 Q1	$256K	Hold	5,432	–	–	0.25%	28
2022 Q4	$252K	Hold	5,432	–	–	0.27%	27
2022 Q3	$250K	Hold	5,432	–	–	0.27%	29
2022 Q2	$257K	Hold	5,432	–	–	0.25%	31
2022 Q1	$263K	Hold	5,432	–	–	0.23%	28
2021 Q4	$274K	Buy	+5,432	New	+$275K	0.2%	32

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

PFS Partners's ISTB Position: Q2 2026 in Review

PFS Partners held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 5,432 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #89.

PFS Partners first reported a position in ISTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $274K in Q4 2021. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

PFS Partners held 5,432 shares of iShares Core 1-5 Year USD Bond ETF worth $262K as of Q2 2026.
PFS Partners 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 0.11% of PFS Partners's portfolio in Q2 2026, its #89 holding.
PFS Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
PFS Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $274K 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 PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.