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

Simplicity Wealth’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	$742K	Buy	+15,378	New	+$743K	0.03%	515

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

Simplicity Wealth's ISTB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 15,378 shares worth $742K. The stake represents 0.03% of the portfolio and ranks #515 among its holdings.

396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Simplicity Wealth held 15,378 shares of iShares Core 1-5 Year USD Bond ETF worth $742K as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Simplicity Wealth position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #515 holding.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.