Sound Stewardship’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sound Stewardship’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	$220K	Buy	+4,561	New	+$220K	0.09%	69
2024 Q2	–	Sell	-10,653	Closed	-$505K	–	59
2024 Q1	$505K	Sell	10,653 -63,998	-86%	-$3.03M	0.31%	41
2023 Q4	$3.55M	Sell	74,651 -10,915	-13%	-$510K	2.35%	16
2023 Q3	$3.97M	Buy	85,566 +908	+1%	+$42.3K	2.67%	14
2023 Q2	$3.95M	Buy	84,658 +721	+0.9%	+$33.9K	2.6%	16
2023 Q1	$3.96M	Buy	83,937 +860	+1%	+$40.3K	2.66%	15
2022 Q4	$3.86M	Buy	+83,077	New	+$3.84M	2.85%	11

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

Sound Stewardship's ISTB Position: Q2 2026 in Review

Sound Stewardship opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026: 4,561 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #69 among its holdings. This is a return to the name: Sound Stewardship previously reported a position in ISTB as recently as Q1 2024.

Sound Stewardship first reported a position in ISTB in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.97M in Q3 2023. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

Sound Stewardship held 4,561 shares of iShares Core 1-5 Year USD Bond ETF worth $220K as of Q2 2026.
iShares Core 1-5 Year USD Bond ETF was a new Sound Stewardship position in Q2 2026.
iShares Core 1-5 Year USD Bond ETF made up 0.09% of Sound Stewardship's portfolio in Q2 2026, its #69 holding.
Sound Stewardship first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 7 quarters since.
Sound Stewardship's iShares Core 1-5 Year USD Bond ETF position peaked at $3.97M in Q3 2023.
396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.