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

SlateStone 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 		$290K Buy
+6,001
New +$290K 0.02% 261

Other funds holding ISTB

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

SlateStone Wealth's ISTB Position: Q2 2026 in Review

SlateStone Wealth opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 6,001 shares worth $290K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings.

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

  • SlateStone Wealth held 6,001 shares of iShares Core 1-5 Year USD Bond ETF worth $290K as of Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new SlateStone Wealth position in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #261 holding.
  • 160 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.