Sheets Smith Wealth Management
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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
Q3 		$4.29M Buy
90,747
+13,137
+17% +$629K 0.45% 56
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FAI
Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

Sheets Smith Wealth Management's ISTB Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 17% in Q3 2026, buying an estimated $629K and bringing the position to 90,747 shares worth $4.29M. The position accounts for 0.45% of the portfolio, ranked #56.

Sheets Smith Wealth Management first reported a position in ISTB in Q1 2024 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Sheets Smith Wealth Management held 90,747 shares of iShares Core 1-5 Year USD Bond ETF worth $4.29M as of Q3 2026.
  • Sheets Smith Wealth Management bought 13,137 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $629K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.45% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #56 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 11 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.