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

Rooted Wealth Advisors’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	$613K	Sell	12,713 -5,307	-29%	-$256K	0.15%	86
2026 Q1	$876K	Sell	18,020 -26,575	-60%	-$1.29M	0.23%	69
2025 Q4	$2.17M	Sell	44,595 -47,994	-52%	-$2.34M	0.61%	37
2025 Q3	$4.51M	Buy	92,589 +8,654	+10%	+$421K	1.38%	17
2025 Q2	$4.06M	Buy	83,935 +5,579	+7%	+$269K	1.4%	18
2025 Q1	$3.79M	Buy	78,356 +6,727	+9%	+$323K	1.63%	17
2024 Q4	$3.42M	Buy	71,629 +15,972	+29%	+$767K	1.34%	18
2024 Q3	$2.68M	Sell	55,657 -61,210	-52%	-$2.95M	1.2%	19
2024 Q2	$5.58M	Buy	116,867 +19,726	+20%	+$930K	2.46%	13
2024 Q1	$4.58M	Buy	97,141 +3,094	+3%	+$147K	2.26%	13
2023 Q4	$4.46M	Buy	94,047 +11,898	+14%	+$556K	2.33%	13
2023 Q3	$3.84M	Buy	82,149 +69,457	+547%	+$3.23M	2.36%	13
2023 Q2	$589K	Buy	+12,692	New	+$596K	0.4%	42

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

Rooted Wealth Advisors's ISTB Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 29% in Q2 2026, selling an estimated $256K and leaving 12,713 shares worth $613K. The position accounts for 0.15% of the portfolio, ranked #86.

Rooted Wealth Advisors first reported a position in ISTB in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.58M in Q2 2024. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Rooted Wealth Advisors held 12,713 shares of iShares Core 1-5 Year USD Bond ETF worth $613K as of Q2 2026.
Rooted Wealth Advisors sold 5,307 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $256K.
iShares Core 1-5 Year USD Bond ETF made up 0.15% of Rooted Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Rooted Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and has held it in 13 quarters since.
Rooted Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $5.58M in Q2 2024.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.