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Richard W. Paul & Associates’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Richard W. Paul & Associates’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 		$2.56M Buy
52,973
+769
+1% +$37.1K 0.78% 26
2026
Q1 		$2.53M Buy
52,204
+5,674
+12% +$276K 0.85% 26
2025
Q4 		$2.27M Buy
46,530
+4,906
+12% +$239K 0.75% 24
2025
Q3 		$2.03M Buy
41,624
+172
+0.4% +$8.37K 0.69% 32
2025
Q2 		$2.02M Sell
41,452
-608
-1% -$29.3K 0.73% 29
2025
Q1 		$2.03M Buy
42,060
+2,616
+7% +$126K 0.8% 25
2024
Q4 		$1.88M Buy
39,444
+1,194
+3% +$57.3K 0.69% 35
2024
Q3 		$1.86M Buy
38,250
+1,239
+3% +$59.6K 0.67% 31
2024
Q2 		$1.75M Buy
37,011
+1,808
+5% +$85.3K 0.68% 34
2024
Q1 		$1.67M Buy
35,203
+584
+2% +$27.7K 0.67% 32
2023
Q4 		$1.65M Sell
34,619
-621
-2% -$29K 0.69% 33
2023
Q3 		$1.63M Buy
35,240
+2,482
+8% +$116K 0.75% 31
2023
Q2 		$1.53M Buy
32,758
+339
+1% +$15.9K 0.67% 40
2023
Q1 		$1.53M Buy
32,419
+2,564
+9% +$120K 0.7% 40
2022
Q4 		$1.39M Buy
+29,855
New +$1.38M 0.7% 35

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

Richard W. Paul & Associates's ISTB Position: Q2 2026 in Review

Richard W. Paul & Associates increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 1.5% in Q2 2026, buying an estimated $37.1K and bringing the position to 52,973 shares worth $2.56M. The position accounts for 0.78% of the portfolio, ranked #26.

Richard W. Paul & Associates first reported a position in ISTB in Q4 2022 and has held it in 15 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Richard W. Paul & Associates held 52,973 shares of iShares Core 1-5 Year USD Bond ETF worth $2.56M as of Q2 2026.
  • Richard W. Paul & Associates bought 769 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $37.1K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.78% of Richard W. Paul & Associates's portfolio in Q2 2026, its #26 holding.
  • Richard W. Paul & Associates first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.