Rede Wealth’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rede Wealth’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 Q3	$373K	Sell	7,887 -1,171	-13%	-$56K	0.12%	79
2026 Q2	$437K	Sell	9,058 -224	-2%	-$10.8K	0.14%	69
2026 Q1	$450K	Buy	9,282 +3,294	+55%	+$160K	0.16%	65
2025 Q4	$292K	Buy	+5,988	New	+$292K	0.1%	92
2025 Q3	–	Sell	-5,409	Closed	-$263K	–	147
2025 Q2	$263K	Sell	5,409 -424	-7%	-$20.5K	0.1%	97
2025 Q1	$282K	Sell	5,833 -153	-3%	-$7.35K	0.1%	84
2024 Q4	$286K	Buy	5,986 +525	+10%	+$25.2K	0.11%	88
2024 Q3	$266K	Buy	5,461 +178	+3%	+$8.57K	0.1%	94
2024 Q2	$250K	Sell	5,283 -7	-0.1%	-$330	0.23%	91
2024 Q1	$251K	Sell	5,290 -4,796	-48%	-$227K	0.11%	87
2023 Q4	$480K	Sell	10,086 -9,834	-49%	-$459K	0.23%	52
2023 Q3	$924K	Sell	19,920 -1,084	-5%	-$50.5K	0.46%	24
2023 Q2	$980K	Sell	21,004 -2,785	-12%	-$131K	0.47%	25
2023 Q1	$1.12M	Buy	23,789 +2,475	+12%	+$116K	0.58%	19
2022 Q4	$990K	Sell	21,314 -6,507	-23%	-$301K	0.53%	25
2022 Q3	$1.28M	Buy	27,821 +1,603	+6%	+$75.6K	0.76%	15
2022 Q2	$1.24M	Buy	+26,218	New	+$1.25M	0.72%	15

Other funds holding ISTB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

Rede Wealth's ISTB Position: Q3 2026 in Review

Rede Wealth reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 13% in Q3 2026, selling an estimated $56K and leaving 7,887 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #79.

Rede Wealth first reported a position in ISTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q3 2022. 101 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Rede Wealth held 7,887 shares of iShares Core 1-5 Year USD Bond ETF worth $373K as of Q3 2026.
Rede Wealth sold 1,171 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $56K.
iShares Core 1-5 Year USD Bond ETF made up 0.12% of Rede Wealth's portfolio in Q3 2026, its #79 holding.
Rede Wealth first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
Rede Wealth's iShares Core 1-5 Year USD Bond ETF position peaked at $1.28M in Q3 2022.
101 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.