Sheets Smith Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sheets Smith Wealth Management’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	$3.74M	Buy	77,610 +7,455	+11%	+$360K	0.37%	66
2026 Q1	$3.4M	Buy	70,155 +29,850	+74%	+$1.45M	0.38%	63
2025 Q4	$1.96M	Buy	40,305 +12,295	+44%	+$600K	0.22%	102
2025 Q3	$1.37M	Buy	28,010 +1,000	+4%	+$48.6K	0.15%	136
2025 Q2	$1.31M	Buy	27,010 +2,560	+10%	+$124K	0.15%	132
2025 Q1	$1.18M	Buy	24,450 +3,460	+16%	+$166K	0.15%	138
2024 Q4	$1M	Sell	20,990 -140	-0.7%	-$6.72K	0.12%	156
2024 Q3	$1.03M	Buy	21,130 +1,655	+8%	+$79.7K	0.13%	155
2024 Q2	$923K	Buy	19,475 +4,735	+32%	+$223K	0.11%	168
2024 Q1	$699K	Buy	+14,740	New	+$699K	0.08%	199

Other funds holding ISTB

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Corepath Wealth Partners Scottsdale, Arizona $160M AUM 23.57% 1-Year Est. Return