Seven Springs Wealth Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Seven Springs Wealth Group’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	$55.2M	Sell	1,144,207 -212,159	-16%	-$10.2M	12.05%	2
2026 Q1	$65.7M	Buy	+1,356,366	New	+$66.1M	15.2%	2
2020 Q4	–	Sell	-1,419	Closed	-$73K	–	267
2020 Q3	$73K	Hold	1,419	–	–	0.05%	70
2020 Q2	$73K	Hold	1,419	–	–	0.05%	67
2020 Q1	$72K	Sell	1,419 -15	-1%	-$757	0.05%	68
2019 Q4	$72K	Buy	+1,434	New	+$72.3K	0.05%	83

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

Seven Springs Wealth Group's ISTB Position: Q2 2026 in Review

Seven Springs Wealth Group reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 16% in Q2 2026, selling an estimated $10.2M and leaving 1,144,207 shares worth $55.2M. The position accounts for 12.05% of the portfolio, ranked #2.

Seven Springs Wealth Group first reported a position in ISTB in Q4 2019 and has held it in 6 quarters since. The position peaked at $65.7M in Q1 2026. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Seven Springs Wealth Group held 1,144,207 shares of iShares Core 1-5 Year USD Bond ETF worth $55.2M as of Q2 2026.
Seven Springs Wealth Group sold 212,159 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $10.2M.
iShares Core 1-5 Year USD Bond ETF made up 12.05% of Seven Springs Wealth Group's portfolio in Q2 2026, its #2 holding.
Seven Springs Wealth Group first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2019 and has held it in 6 quarters since.
Seven Springs Wealth Group's iShares Core 1-5 Year USD Bond ETF position peaked at $65.7M in Q1 2026.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.