SOS
ISTB icon

Silver Oak Securities’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Silver Oak Securities’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 		$781 Buy
+16
New +$773 ﹤0.01% 829
2024
Q1 		– Sell
-5,334
Closed -$254K – 513
2023
Q4 		$254K Buy
+5,334
New +$249K 0.03% 410

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

Silver Oak Securities's ISTB Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 16 shares worth $781. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in ISTB as recently as Q4 2023.

Silver Oak Securities first reported a position in ISTB in Q4 2023 and has held it in 2 quarters since. The position peaked at $254K in Q4 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Silver Oak Securities held 16 shares of iShares Core 1-5 Year USD Bond ETF worth $781 as of Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new Silver Oak Securities position in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Silver Oak Securities's portfolio in Q2 2026, its #829 holding.
  • Silver Oak Securities first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • Silver Oak Securities's iShares Core 1-5 Year USD Bond ETF position peaked at $254K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.