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Rice Partnership’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rice Partnership’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 		– Sell
-5,212
Closed -$253K – 181
2026
Q1 		$253K Buy
5,212
+366
+8% +$17.8K 0.03% 105
2025
Q4 		$236K Buy
4,846
+858
+22% +$41.9K 0.03% 102
2025
Q3 		$195K Buy
3,988
+176
+5% +$8.56K 0.03% 114
2025
Q2 		$185K Buy
+3,812
New +$184K 0.03% 112
2025
Q1 		– Sell
-3,592
Closed -$172K – 171
2024
Q4 		$172K Buy
3,592
+157
+5% +$7.54K 0.03% 109
2024
Q3 		$167K Sell
3,435
-63
-2% -$3.03K 0.03% 107
2024
Q2 		$166K Buy
+3,498
New +$165K 0.04% 102
2022
Q2 		– Sell
-4,436
Closed -$215K – 127
2022
Q1 		$215K Buy
4,436
+236
+6% +$11.7K 0.06% 94
2021
Q4 		$212K Sell
4,200
-185
-4% -$9.37K 0.06% 91
2021
Q3 		$224K Buy
4,385
+449
+11% +$23K 0.07% 89
2021
Q2 		$202K Buy
+3,936
New +$202K 0.06% 93

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

Rice Partnership's ISTB Position: Q2 2026 in Review

Rice Partnership sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 5,212 shares — an estimated $253K sold.

Rice Partnership first reported a position in ISTB in Q2 2021 and held it in 11 quarters. The position peaked at $253K in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Rice Partnership reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Rice Partnership sold 5,212 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $253K.
  • Rice Partnership first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2021 and held it in 11 quarters.
  • Rice Partnership's iShares Core 1-5 Year USD Bond ETF position peaked at $253K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.