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

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

Sheets Smith Wealth Management's ISTB Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 11% in Q2 2026, buying an estimated $360K and bringing the position to 77,610 shares worth $3.74M. The position accounts for 0.37% of the portfolio, ranked #66.

Sheets Smith Wealth Management first reported a position in ISTB in Q1 2024 and has held it in 10 quarters since. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Sheets Smith Wealth Management held 77,610 shares of iShares Core 1-5 Year USD Bond ETF worth $3.74M as of Q2 2026.
Sheets Smith Wealth Management bought 7,455 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $360K.
iShares Core 1-5 Year USD Bond ETF made up 0.37% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #66 holding.
Sheets Smith Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.