Smartleaf Asset Management
ISTB icon

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
Q3 		$472 Sell
10
-1,740
-99% -$83.3K ﹤0.01% 3354
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 +$49.8K 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

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Smartleaf Asset Management's ISTB Position: Q3 2026 in Review

Smartleaf Asset Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 99% in Q3 2026, selling an estimated $83.3K and leaving 10 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Smartleaf Asset Management first reported a position in ISTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $664K in Q2 2025. 347 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Smartleaf Asset Management held 10 shares of iShares Core 1-5 Year USD Bond ETF worth $472 as of Q3 2026.
  • Smartleaf Asset Management sold 1,740 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $83.3K.
  • iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3354 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 11 quarters since.
  • Smartleaf Asset Management's iShares Core 1-5 Year USD Bond ETF position peaked at $664K in Q2 2025.
  • 347 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.