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

SHP 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 		$1.21M Sell
25,162
-12,287
-33% -$593K 0.08% 84
2026
Q1 		$1.81M Sell
37,449
-1,412,158
-97% -$68.8M 0.14% 53
2025
Q4 		$70.7M Buy
+1,449,607
New +$70.7M 5.5% 5

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

SHP Wealth Management's ISTB Position: Q2 2026 in Review

SHP Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 33% in Q2 2026, selling an estimated $593K and leaving 25,162 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #84.

SHP Wealth Management first reported a position in ISTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $70.7M in Q4 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • SHP Wealth Management held 25,162 shares of iShares Core 1-5 Year USD Bond ETF worth $1.21M as of Q2 2026.
  • SHP Wealth Management sold 12,287 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $593K.
  • iShares Core 1-5 Year USD Bond ETF made up 0.08% of SHP Wealth Management's portfolio in Q2 2026, its #84 holding.
  • SHP Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $70.7M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.