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

Prospera Financial 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 		$343K Sell
7,114
-53
-0.7% -$2.56K 0.01% 1194
2026
Q1 		$347K Sell
7,167
-147
-2% -$7.16K 0.01% 1152
2025
Q4 		$357K Sell
7,314
-35,794
-83% -$1.75M 0.01% 1072
2025
Q3 		$2.11M Buy
43,108
+3,198
+8% +$156K 0.04% 464
2025
Q2 		$1.94M Buy
39,910
+1,029
+3% +$49.7K 0.04% 475
2025
Q1 		$1.88M Sell
38,881
-8,711
-18% -$418K 0.04% 400
2024
Q4 		$2.27M Sell
47,592
-15,728
-25% -$755K 0.05% 336
2024
Q3 		$3.08M Buy
63,320
+5,106
+9% +$246K 0.08% 265
2024
Q2 		$2.76M Sell
58,214
-5,364
-8% -$253K 0.08% 276
2024
Q1 		$3.02M Buy
63,578
+2,620
+4% +$124K 0.09% 253
2023
Q4 		$2.9M Sell
60,958
-766
-1% -$35.8K 0.1% 242
2023
Q3 		$2.86M Buy
61,724
+4,198
+7% +$195K 0.11% 207
2023
Q2 		$2.68M Buy
57,526
+11,398
+25% +$536K 0.1% 221
2023
Q1 		$2.18M Sell
46,128
-11,436
-20% -$535K 0.09% 262
2022
Q4 		$2.67M Sell
57,564
-10,197
-15% -$472K 0.13% 177
2022
Q3 		$3.12M Buy
67,761
+22,366
+49% +$1.06M 0.16% 156
2022
Q2 		$2.15M Buy
45,395
+11,712
+35% +$559K 0.11% 232
2022
Q1 		$1.63M Buy
33,683
+28,284
+524% +$1.4M 0.07% 320
2021
Q4 		$272K Buy
5,399
+451
+9% +$22.8K 0.01% 737
2021
Q3 		$253K Buy
4,948
+17
+0.3% +$871 0.01% 707
2021
Q2 		$253K Sell
4,931
-27
-0.5% -$1.39K 0.01% 703
2021
Q1 		$254K Buy
+4,958
New +$255K 0.02% 665

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

Prospera Financial Services's ISTB Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 0.74% in Q2 2026, selling an estimated $2.56K and leaving 7,114 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #1194.

Prospera Financial Services first reported a position in ISTB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.12M in Q3 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Prospera Financial Services held 7,114 shares of iShares Core 1-5 Year USD Bond ETF worth $343K as of Q2 2026.
  • Prospera Financial Services sold 53 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $2.56K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1194 holding.
  • Prospera Financial Services first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Prospera Financial Services's iShares Core 1-5 Year USD Bond ETF position peaked at $3.12M in Q3 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.