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

Rik Saylor 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	$1.12M	Sell	23,272 -2,966	-11%	-$143K	0.74%	43
2026 Q1	$1.27M	Sell	26,238 -92	-0.3%	-$4.48K	0.97%	38
2025 Q4	$1.28M	Sell	26,330 -1,419	-5%	-$69.2K	0.94%	37
2025 Q3	$1.36M	Sell	27,749 -2,306	-8%	-$112K	0.99%	35
2025 Q2	$1.46M	Sell	30,055 -1,926	-6%	-$93K	1.13%	30
2025 Q1	$1.55M	Sell	31,981 -534	-2%	-$25.6K	1.36%	21
2024 Q4	$1.55M	Buy	+32,515	New	+$1.56M	1.44%	22

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Rik Saylor Financial's ISTB Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q2 2026, selling an estimated $143K and leaving 23,272 shares worth $1.12M. The position accounts for 0.74% of the portfolio, ranked #43.

Rik Saylor Financial first reported a position in ISTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2024. 397 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Rik Saylor Financial held 23,272 shares of iShares Core 1-5 Year USD Bond ETF worth $1.12M as of Q2 2026.
Rik Saylor Financial sold 2,966 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $143K.
iShares Core 1-5 Year USD Bond ETF made up 0.74% of Rik Saylor Financial's portfolio in Q2 2026, its #43 holding.
Rik Saylor 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.
Rik Saylor Financial's iShares Core 1-5 Year USD Bond ETF position peaked at $1.55M in Q4 2024.
397 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.