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

Smartleaf Asset 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	$84.5K	Hold	1,750	–	–	﹤0.01%	1254
2026 Q1	$84.7K	Hold	1,750	–	–	﹤0.01%	1206
2025 Q4	$85.4K	Buy	1,750 +10	+0.6%	+$488	﹤0.01%	1286
2025 Q3	$85K	Sell	1,740 -11,916	-87%	-$580K	0.01%	1156
2025 Q2	$664K	Buy	13,656 +1,751	+15%	+$84.5K	0.06%	325
2025 Q1	$575K	Buy	11,905 +9,695	+439%	+$465K	0.06%	329
2024 Q4	$106K	Buy	2,210 +1,277	+137%	+$61.3K	0.01%	816
2024 Q3	$45.5K	Sell	933 -124	-12%	-$5.97K	0.01%	950
2024 Q2	$50.2K	Buy	+1,057	New	+$49.9K	0.01%	740
2024 Q1	–	Sell	-1,057	Closed	-$50.3K	–	1872
2023 Q4	$50.3K	Buy	+1,057	New	+$49.4K	0.01%	537

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

Smartleaf Asset Management's ISTB Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 1,750 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Smartleaf Asset Management first reported a position in ISTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $664K in Q2 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Smartleaf Asset Management held 1,750 shares of iShares Core 1-5 Year USD Bond ETF worth $84.5K as of Q2 2026.
Smartleaf Asset Management left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1254 holding.
Smartleaf Asset Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $664K in Q2 2025.
398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.