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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
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 $13.5B AUM 15.15% 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 $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

SHP Wealth Management's ISTB Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 97% in Q1 2026, selling an estimated $68.8M and leaving 37,449 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #53.

SHP Wealth Management first reported a position in ISTB in Q4 2025 and has held it in 2 quarters since. The position peaked at $70.7M in Q4 2025. 394 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • SHP Wealth Management held 37,449 shares of iShares Core 1-5 Year USD Bond ETF worth $1.81M as of Q1 2026.
  • SHP Wealth Management sold 1,412,158 iShares Core 1-5 Year USD Bond ETF shares in Q1 2026, an estimated $68.8M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.14% of SHP Wealth Management's portfolio in Q1 2026, its #53 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 2 quarters since.
  • SHP Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $70.7M in Q4 2025.
  • 394 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.