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

Raymond James Financial’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	$117M	Buy	2,421,615 +131,957	+6%	+$6.37M	0.03%	503
2026 Q1	$111M	Buy	2,289,658 +66,272	+3%	+$3.23M	0.03%	473
2025 Q4	$108M	Buy	2,223,386 +110,022	+5%	+$5.37M	0.03%	470
2025 Q3	$103M	Buy	2,113,364 +117,977	+6%	+$5.74M	0.03%	495
2025 Q2	$97.1M	Sell	1,995,387 -1,475	-0.1%	-$71.2K	0.03%	492
2025 Q1	$96.5M	Buy	1,996,862 +96,937	+5%	+$4.65M	0.04%	447
2024 Q4	$90.8M	Buy	+1,899,925	New	+$91.2M	0.03%	477

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

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Raymond James Financial's ISTB Position: Q2 2026 in Review

Raymond James Financial increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 5.8% in Q2 2026, buying an estimated $6.37M and bringing the position to 2,421,615 shares worth $117M. The position accounts for 0.03% of the portfolio, ranked #503.

Raymond James Financial first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Raymond James Financial held 2,421,615 shares of iShares Core 1-5 Year USD Bond ETF worth $117M as of Q2 2026.
Raymond James Financial bought 131,957 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $6.37M.
iShares Core 1-5 Year USD Bond ETF made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #503 holding.
Raymond James Financial first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.