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

Samalin Investment Counsel’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 		$3.97M Buy
82,364
+22,719
+38% +$1.1M 1.24% 15
2026
Q1 		$2.89M Sell
59,645
-2,983
-5% -$145K 1.02% 22
2025
Q4 		$3.05M Buy
62,628
+3,567
+6% +$174K 1.08% 17
2025
Q3 		$2.88M Buy
59,061
+3,822
+7% +$186K 0.99% 19
2025
Q2 		$2.69M Buy
55,239
+295
+0.5% +$14.2K 1.03% 17
2025
Q1 		$2.66M Sell
54,944
-1,380
-2% -$66.3K 1.08% 16
2024
Q4 		$2.69M Buy
56,324
+1,811
+3% +$86.9K 1.15% 17
2024
Q3 		$2.65M Buy
54,513
+1,374
+3% +$66.1K 1.15% 16
2024
Q2 		$2.52M Buy
53,139
+2,517
+5% +$119K 1.18% 15
2024
Q1 		$2.4M Buy
50,622
+2,273
+5% +$108K 1.14% 17
2023
Q4 		$2.3M Sell
48,349
-3,105
-6% -$145K 1.16% 14
2023
Q3 		$2.39M Sell
51,454
-19,190
-27% -$893K 1.37% 9
2023
Q2 		$3.29M Buy
70,644
+10,694
+18% +$503K 1.78% 7
2023
Q1 		$2.83M Buy
59,950
+9,545
+19% +$447K 1.7% 7
2022
Q4 		$2.34M Buy
50,405
+1,314
+3% +$60.8K 1.48% 9
2022
Q3 		$2.26M Buy
49,091
+3,848
+9% +$182K 1.66% 7
2022
Q2 		$2.14M Sell
45,243
-5,203
-10% -$248K 1.51% 7
2022
Q1 		$2.44M Buy
50,446
+1,357
+3% +$67K 1.48% 9
2021
Q4 		$2.48M Buy
49,089
+2,810
+6% +$142K 1.49% 9
2021
Q3 		$2.36M Buy
46,279
+6,179
+15% +$317K 1.54% 10
2021
Q2 		$2.06M Sell
40,100
-5,019
-11% -$258K 1.33% 10
2021
Q1 		$2.31M Buy
45,119
+7,865
+21% +$405K 1.55% 9
2020
Q4 		$1.92M Buy
37,254
+3,760
+11% +$194K 1.44% 11
2020
Q3 		$1.73M Buy
33,494
+1,371
+4% +$70.7K 1.54% 11
2020
Q2 		$1.65M Buy
32,123
+19,650
+158% +$1M 1.73% 11
2020
Q1 		$629K Buy
12,473
+3,430
+38% +$173K 0.84% 31
2019
Q4 		$455K Buy
+9,043
New +$456K 0.38% 69

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

Samalin Investment Counsel's ISTB Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 38% in Q2 2026, buying an estimated $1.1M and bringing the position to 82,364 shares worth $3.97M. The position accounts for 1.24% of the portfolio, ranked #15.

Samalin Investment Counsel first reported a position in ISTB in Q4 2019 and has held it in 27 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Samalin Investment Counsel held 82,364 shares of iShares Core 1-5 Year USD Bond ETF worth $3.97M as of Q2 2026.
  • Samalin Investment Counsel bought 22,719 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $1.1M.
  • iShares Core 1-5 Year USD Bond ETF made up 1.24% of Samalin Investment Counsel's portfolio in Q2 2026, its #15 holding.
  • Samalin Investment Counsel first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.