Prime Capital Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Prime Capital Investment Advisors’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	$221K	Hold	4,590	–	–	﹤0.01%	990
2026 Q1	$222K	Hold	4,590	–	–	﹤0.01%	943
2025 Q4	$224K	Hold	4,590	–	–	﹤0.01%	926
2025 Q3	$224K	Hold	4,590	–	–	﹤0.01%	905
2025 Q2	$223K	Buy	4,590 +199	+5%	+$9.6K	﹤0.01%	865
2025 Q1	$212K	Sell	4,391 -100	-2%	-$4.8K	﹤0.01%	961
2024 Q4	$215K	Hold	4,491	–	–	﹤0.01%	839
2024 Q3	$219K	Buy	4,491 +91	+2%	+$4.38K	﹤0.01%	834
2024 Q2	$208K	Hold	4,400	–	–	﹤0.01%	846
2024 Q1	$209K	Hold	4,400	–	–	﹤0.01%	915
2023 Q4	$209K	Hold	4,400	–	–	﹤0.01%	868
2023 Q3	$204K	Hold	4,400	–	–	﹤0.01%	679
2023 Q2	$205K	Buy	+4,400	New	+$207K	﹤0.01%	703
2018 Q4	–	Sell	-6,945	Closed	-$340K	–	391
2018 Q3	$340K	Buy	6,945 +15	+0.2%	+$735	0.11%	108
2018 Q2	$340K	Hold	6,930	–	–	0.14%	106
2018 Q1	$342K	Buy	+6,930	New	+$343K	0.24%	77

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

Prime Capital Investment Advisors's ISTB Position: Q2 2026 in Review

Prime Capital Investment Advisors held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 4,590 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Prime Capital Investment Advisors first reported a position in ISTB in Q1 2018 and has held it in 16 quarters since. The position peaked at $342K in Q1 2018. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Prime Capital Investment Advisors held 4,590 shares of iShares Core 1-5 Year USD Bond ETF worth $221K as of Q2 2026.
Prime Capital Investment Advisors 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 ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #990 holding.
Prime Capital Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and has held it in 16 quarters since.
Prime Capital Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $342K in Q1 2018.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.