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Rothschild Investment LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Rothschild Investment LLC’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 		$149K Hold
3,095
– – 0.01% 942
2026
Q1 		$150K Buy
3,095
+1,400
+83% +$68.2K 0.01% 760
2025
Q4 		$82.6K Hold
1,695
– – ﹤0.01% 867
2025
Q3 		$82.8K Buy
1,695
+500
+42% +$24.3K ﹤0.01% 851
2025
Q2 		$58.1K Hold
1,195
– – ﹤0.01% 747
2025
Q1 		$57.8K Hold
1,195
– – ﹤0.01% 729
2024
Q4 		$57.1K Hold
1,195
– – ﹤0.01% 755
2024
Q3 		$58.2K Hold
1,195
– – ﹤0.01% 745
2024
Q2 		$56.6K Sell
1,195
-2,000
-63% -$94.3K ﹤0.01% 729
2024
Q1 		$152K Hold
3,195
– – 0.01% 518
2023
Q4 		$152K Buy
+3,195
New +$149K 0.01% 462

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

Rothschild Investment LLC's ISTB Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 3,095 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #942.

Rothschild Investment LLC first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $152K in Q4 2023. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Rothschild Investment LLC held 3,095 shares of iShares Core 1-5 Year USD Bond ETF worth $149K as of Q2 2026.
  • Rothschild Investment LLC left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #942 holding.
  • Rothschild Investment LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $152K in Q4 2023.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.